---
title: New Patient Chart
description: Learn how to create and manage new patient charts in Canvas EHR, including demographics, history, and documentation setup.
---

[Skip to content](https://learn.praxhealth.com/knowledge-base/new-patient-chart#main-content)

English - United States

Show submenu for translations

![](https://learn.praxhealth.com/hs-fs/hubfs/PraxHealth_Logo_Horizontal_Purple.png?width=456&height=63&name=PraxHealth_Logo_Horizontal_Purple.png)

- Home
- Products
- Pricing
- Blog
- Company

Open main navigation

Close main navigation

- Home
- Products
- Pricing
- Blog
- Company
- English - United States
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Prax Health Knowledge Base](https://learn.praxhealth.com/knowledge-base?hsLang=en-us)
2. [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us)
3. [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management)

# New Patient Chart

## A step-by-step walkthrough for creating and managing a new patient chart in Canvas EHR.

<https://www.loom.com/share/9ade8ba59bbb40c6bc5ce0228fd49c6e>

[New Patient Chart - Watch Video](https://www.loom.com/share/9ade8ba59bbb40c6bc5ce0228fd49c6e)

<https://www.loom.com/share/9ade8ba59bbb40c6bc5ce0228fd49c6e>[![](https://cdn.loom.com/sessions/thumbnails/9ade8ba59bbb40c6bc5ce0228fd49c6e-full-1625257016811.jpg#t=0.1)](https://www.loom.com/share/9ade8ba59bbb40c6bc5ce0228fd49c6e)

### **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**

- How to create a new patient chart in Canvas EHR
- Adding patient demographics and contact information
- Entering insurance and guarantor details (if applicable)
- Setting up key fields for medical and social history
- Tips for maintaining clean and accurate chart data

---

### **Key Takeaways**

- A complete and accurate patient chart ensures better documentation and care continuity.
- Entering demographics, insurance, and history fields early prevents workflow interruptions later.
- Canvas EHR automatically connects new patient data to clinical documentation workflows.
- Following consistent chart setup procedures improves billing accuracy and data reporting.

- [Canvas EHR](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#main-content)

    - [Getting Started](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#getting-started)
    - [Canvas EHR Basics](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#canvas-ehr-basics)
    - [Scheduling & Appointments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#scheduling-appointments)
    - [Billing & Payments](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#billing-payments)
    - [Clinical Documentation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#clinical-documentation)
    - [Patient Communication & Portal](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-communication-portal)
    - [Patient Records & Management](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#patient-records-management)
    - [Automation](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#automation)
    - [System Tools, Utilities, Configurations](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#system-tools-utilities-configurations)
    - [Working with Teams](https://learn.praxhealth.com/knowledge-base/canvas-ehr?hsLang=en-us#working-with-teams)

- Home
- Products
- Pricing
- Blog
- Company

[![](https://learn.praxhealth.com/hs-fs/hubfs/PraxHealth_Logo_Horizontal_Purple.png?width=456&height=63&name=PraxHealth_Logo_Horizontal_Purple.png)](http://www.praxhealth.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Prax Health