Customize the Patient Chart Header

After you turn on the patient chart permissions, you can view and modify the patient information shown in the Patient Chart Header from within the patient chart or from Patient Chart Settings.

Customize from within the patient chart

You can customize what's shown on the Patient Header for the user from within the patient chart.

1. In the patient chart, on the right side of the Patient Header, select More actions  to open the dropdown for additional actions and then select Customize Patient Header.

The Customize Patient Header side panel opens.

2. Select the plus iconor minus iconto add or remove the information (up to 10) shown on the Patient Header.

3. Drag and drop to reorder the menu list.
4. Select Save.

Other Settings

Do one of the following and then select Save.

• Display Patient Photo:  Turn the toggle switch on to show the patient's photo in the Patient Header.
• Display Chart ID: Turn the toggle switch on to show the chart ID in the Patient Header.
• Display CDS Flags: Turn the toggle switch on to show the DSI flags in the Patient Header.
• Collapsed Patient Header by Default: Turn the toggle switch on to show the Patient Header collapsed (the demographics section is hidden) by default.

Customize from Patient Chart Settings

You can customize what's shown in the Patient Header from Patient Chart Settings.

Select Account Settings > Patient Chart Settings. 

Default settings

System default

Select View to see which settings are turned on, hidden, and turned off.

Practice default

Select Edit to view and edit what's shown on the Patient Header for the practice.

User Roles Settings

Select Edit to view and edit what's shown in the Patient Header for specific roles. When you delete a user role's settings, it inherits the practice default settings. See Edit user role settings.

Edit practice default settings

1. In Patient Chart Settings, select Edit under the Action column to open the Edit Role Settings side panel.
2. Select the plus iconor minus iconto add or remove menu items.
3. Drag and drop to reorder the menu list. 
4. Select Save Settings.

Add a user role setting

1. In Patient Chart Settings, select Role Settings to open the Add Role Settings side panel.
2. Click in the search bar and then select a role.
3. Select the plus icon  or the minus icon   to add or remove menu items.
4. Drag and drop to reorder the menu list.
5. Select Add Setting.

Edit a user role setting

1. In Patient Chart Settings, select Edit under the  Action column to open the Edit Role Settings side panel.
2. Select the plus icon  or the minus icon   to add or remove menu items.
3. Drag and drop to reorder the menu list.
4. Select Save Settings