Chart updates

When a family completes a form whose fields are bound to the chart, or sends an online request that is accepted onto a chart, their answers never overwrite the chart on their own. Each completed form becomes a chart update that waits for review. Open Patients > Chart updates to work through them for every chart you can open, oldest first so nothing waits long. Each chart also lists its own on the intake packets page.

The list shows when the form was sent, the patient, the form, where it came from, who signed it and how many fields still wait. Click Review to compare the chart's value beside the family's, field by field, and choose Accept, Reject or Later for each. Files they attached can be filed to a document category. Social Security numbers stay masked, and every accepted change is recorded in the chart's history.

An update leaves the list once every field is accepted or rejected. Turn on Show reviewed to see the finished ones.

Reviewing chart updates needs permission to update charts; anyone who can read a chart can see its updates.