Practice Management on Embodia - Part 1: Charting

You can add due dates to chart entries in case you would like to come back and revisit them at a later date. You can add the due date from the chart entry page, or the My charts page.

To add a due date from the chart entry page, click on the Add due date link in the info panel.

To add a due date from the My charts page, click on the due date icon in the chart entry row:

In the popup form, enter the due date, and any notes. Those notes are optional and not shared with patients. The due date will then appear in the info panel, or in the chart entry row. 

To edit or remove the due date, click on the date, and make the necessary changes in the popup form.

To make full use of the due date feature, we recommend setting up your dashboard to include the "Charts due today" item.

You can also filter your chart entries from the My charts page. Click on the Filter button. In the popup form, choose to only include the chart entries that are due today, or the ones that are past due: