All feature guides

Workspace

Chart Prep

Prepare a reviewable pre-visit brief from the available patient history and clinical context.

Open Chart PrepSign-in required for workspace tools.

Where to find it

Sign in Open the menu WorkspaceChart Prep

On a phone, tap the menu icon at the top left. Expand the section above, then select the tool. On a computer, use the left sidebar.

How to use it

  1. 01

    Select the patient and review the available chart context.

  2. 02

    Provide the relevant pre-visit information in the page controls.

  3. 03

    Generate and inspect the preparation draft.

  4. 04

    Check unresolved items against the original record before the visit.

Continue in your workspace