Tag: Dashboard

Clinic Dashboard

Judy Barnes

  1. Filter – By Patient Last Name, First Name
  2. Filter –  By Provider
  3. Filter – Date of Service
  4. Clear – Resets Search Values
  5. Today- Will bring you back to present day
  6. Left Arrow- Navigate to previous dates
  7. Right Arrow- Navigate to future dates
  8. New Patient (walk in or phone – quick access to add new patient to database)
  9. New Appointment
  10. Appointment Time – Clicking time takes you directly to SOAP note
  11. Patient Name- Clicking Patient name takes you directly to their general information page.
  12. CC- Chief Complaint- Click K to launch, once finished a green check mark will appear
  13. Type – Appointment Type
  14. Provider
  15. Status – Appointment Status
  16. Room – Designated area for appointment
  17. Action Button – Accept Copay (Can only be used when appointment status is ‘In Clinic’)

Column Sort – If you click the header in any of the columns, the view will sort alphabetically/numerically. If you click again, the sort will be reversed. This is to allow users the freedom to navigate more easily to where they would like to be.

Patient Dashboard

Judy Barnes

NAVIGATION:

  • Main Dashboard – Click the Patients Name from the Todays Visit Widget
  • Patient Screens – Click Dashboard from the Top Selection of the Patient Navigation Menu


  1. Patient Reports – A select number of Patient Reports are available to run without having to go to the report section of Chart Talk.
  2. Vitals Chart – Clicking the Blue Plus (‘+’) icon launches a data entry tool. The Canvas Area plots height, weight & BMI over time for the patient. TROUBLESHOOTING NOTE: If height or weight was not entered then the data points will go to 0. Open Vitals from the Medical submenu and enter data, edit data point and/or re-save.*
  3. Visits – A list of all visit records. Click on the date to open a specific record. Clicking the Blue Plus (‘+’) icon launches a blank visit screen.
  4. Functional Assesment – The drop down menu list all types of functional outcome documents that the patient has filled out using the Chart Talk Patient portal. Selecting a specific document will graph the FA results in the canvas area. * A printout of this graph is available on the Patient Review Report
  5. Upcoming Appointments – All future appointments using the Chart Talk scheduler. Click the Printer and it will print out list of upcoming appointments
  6. Problems – List of all active and inactive diagnosis.
  7. Notifications –
  8. Medications – A list of active medications. Clicking the Blue Plus (‘+’) icon launches a data entry tool.
  9. File Cabinet – A list of documents in the patients File Cabinet. Drop down list filters for specific data types.