New Patient Chart - Watch Video
Purpose of this Video
This video provides an overview of how to create a new patient chart within Canvas EHR. It’s designed to guide clinical and administrative staff through entering patient demographics, setting up key chart details, and preparing the record for documentation and orders. This ensures every new patient record is complete, accurate, and ready for use during visits.
What You’ll Learn
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How to create a new patient chart in Canvas EHR
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Adding patient demographics and contact information
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Entering insurance and guarantor details (if applicable)
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Setting up key fields for medical and social history
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Tips for maintaining clean and accurate chart data
Key Takeaways
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A complete and accurate patient chart ensures better documentation and care continuity.
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Entering demographics, insurance, and history fields early prevents workflow interruptions later.
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Canvas EHR automatically connects new patient data to clinical documentation workflows.
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Following consistent chart setup procedures improves billing accuracy and data reporting.