Patient Chart Header

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The Patient Header enhances your user experience by providing quick access to essential patient chart details. It consolidates critical information so healthcare professionals can view and manage patient data without opening multiple screens. This streamlined approach improves efficiency and ensures that clinicians have the necessary information at their fingertips.

The Patient Header remains persistent, so you can scroll up and down the chart without losing visibility.

Learn about patient chart permissions and how to customize the Patient Header.

Patient Header overview

The Patient Header consists of four sections:

Patient information
Demographics
Action items
Alerts

Patient information

The patient information section contains the following by default:

Patient's photo
Patient's name: First name, middle name or initial, last name, and nickname. To copy the patient's name to the clipboard, hover over their name and then select Copy name .
Sex and gender identity: If the patient's sex and gender identity differ, both appear.
Age and date of birth
Chart ID: Consists of the first two letters of last name + first two letters of first name + 8 random alphanumeric characters. The format of older charts is the first two letters of last name + first two letters of first name + six numbers.

Demographics

Default information

The demographics section contains the following by default:

Provider: Primary provider listed in the chart
Physical address
Phone number
Email address
OnPatient status: Shows as Enabled or Not Enabled-Invite. Select the hyperlink to open the OnPatient Access window, where you can view the access history or turn on patient access by selecting Enable Patient Access to send an invitation. For more information, refer to OnPatient Basics.
Date added: The date that the patient chart was created
Previous appointment date: Select the date to open the appointment screen
Next appointment date: Select the date to open the appointment screen

Additional information

Customize the Patient Header to add the following information:

Referred by: The name of the provider that referred the patient
Primary insurance
Secondary insurance
Language: Patient's preferred language (can also note other language)
Race
Preferred pharmacy: Patient's default preferred pharmacy. For more information, refer to Add Patient Preferred Pharmacies in DrChrono.
Ethnicity
Smoking Status: Yes or no
Eligibility: Patient's insurance and benefit status
Patient Balance: Patient's balance information

Action items

Icon/Button	Description
Schedule appointment	Opens the New Appointment page
Vitals	Opens the Vitals window to view and/or record vitals
Print demographics	Option to print demographics
Fax demographics	Option to fax demographics
Send referral	Opens the Message Center to create a new referral
More actions (three dots)	Select More actions to open the dropdown for additional actions
OnPatient Access	View the access history or turn on patient access by selecting Enable Patient Access to send an invitation. For more information, refer to OnPatient Basics.
Decision Support Intervention	Opens the Decision Support Intervention side panel to view active and resolved DSI rules for the patient or set up DSI rules. Learn more about Decision Support Intervention (DSI) Rules.
Apple Health App Data	View collected health data from the Apple Health integration
RecordSync	Opens the RecordSync & Consent side panel. Learn more about RecordSync.
Customize Patient Header	Customize the Patient Header to select the patient information shown in the Patient Header.
Collapse/Expand	Select Collapse or Expand to manually collapse or expand the header (the demographics section is hidden or shown) or customize the Patient Header to have it collapsed by default.