Viewing Charts
The EMR Viewer provides a comprehensive interface for browsing and viewing all documents in a patient's chart.
EMR Viewer Layout
The viewer is divided into several panels:
Document Tree (Left Panel)
A tree list displays all documents in the patient's chart. Documents can be organized in three views:
| View | Description |
|---|---|
| By Date | Documents grouped chronologically |
| By Plan | Documents grouped by treatment plan |
| By Section | Documents grouped by chart section |
Switch between views using the By Date, By Plan, and By Section buttons.
The tree supports multi-selection — hold Ctrl or Shift to select multiple documents for batch operations.
Thumbnail Panel
When a multi-page document is selected, individual page thumbnails appear in a side panel. Click a thumbnail to jump to that page. Thumbnails show a preview of each page's content.
Document Viewer (Main Area)
The main viewing area displays the selected document. The viewer automatically selects the appropriate display mode:
| Content | Viewer Used |
|---|---|
| Rich text notes | RTF viewer |
| PDF files | PDF viewer with page navigation, thumbnails, and bookmarks |
| Images | Image viewer with zoom and scroll |
| Scanned pages | Image viewer for individual pages |
PDF Viewer Features
The built-in PDF viewer provides:
- Page-width zoom by default
- Navigation pane with page thumbnails
- Bookmarks panel
- Attachment support
Document Actions
Right-click a document in the tree or use the toolbar for these actions:
Editing
- Edit Page Info — Change the document's section, dates, plan, event, provider, or title
- Edit Page Content — Open an RTF note for editing in the rich text editor
Scanning and Importing
- Scan Document — Open the scanner to add pages (also accessible with F4)
- Add File — Import a file from disk into the chart
- Import Scanned Chart — Import pre-defined letter templates
Organizing
- Split Selected Pages — Break selected pages out into a separate document
Exporting
- Export File — Save the document to disk
- Create PDF from Selected Items — Generate a PDF from one or more selected documents
- Print PDF from Selected Items — Print selected documents as a PDF
Summary PDF
The Summary PDF submenu assembles the chart into a single PDF, in your choice of order:
- Summary PDF By Date — chronological; documents from the same date are ordered alphabetically by section
- Summary PDF By Section — grouped by chart section, alphabetically; within each section, documents are in date order
Use whichever reads best for the purpose — By Date for a visit-by-visit narrative, By Section for reviewing one kind of document (all operative notes, all photos) together.
Deleting
- Delete Selected Items — Remove selected documents or pages from the chart
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| F4 | Acquire (scan a document) |
| F3 | Save |
Navigating Large Charts
For patients with extensive charts, use the view modes to find documents quickly:
- By Section — Find all documents of a specific type (e.g., all Progress Notes)
- By Date — Find documents from a specific time period
- By Plan — Find documents associated with a particular treatment plan
Double-click any document in the tree to open or preview it.