Patient Chart Navigation & Banner Analysis Workshop Notes

Overview of Workshop Structure

  • Session title: “Explore the Patient’s Chart” (workshop / demo-site orientation)

  • Four key agenda items (stated in order):

    1. Patient banner analysis

    2. Patient briefing overview

    3. Review of the chart tabs

    4. Action-menu options

  • Disclaimer: Training occurs in a demonstration site — all data shown are fictitious; no real patient PHI is displayed.

Navigating to the Correct User View

  • Starting point: Home page.

  • Step-by-step guidance:

    • Click on the username drop-down.

    • Confirm you are in the Clinician View (ensures access to full clinical chart features).

Selecting the Example Patient (Mimi Parker)

  • Search flow:

    • Open patient search box (top banner search field).

    • Enter last name ("Parker").

    • Result list appears; select the correct entry.

  • Helpful ID cues in search results:

    • Date of birth (DOB)

    • Patient ID number

    • Last four digits of Social Security number

    • Links visible in the search card:

    • Quick View

    • Create Patient Case

    • Add a Document

    • Schedule

  • Action chosen for demonstration: Open the Patient’s Chart directly.

High-Level Chart Layout (Once Inside a Patient Chart)

  • Four key UI regions are called out:

    1. Patient Banner (horizontal bar at the top of the workspace)

    2. Chart Tabs (vertical list running down the left-hand side)

    3. Patient Briefing (central panel / dashboard)

    4. Actions Menu (small purple square icon, typically top-right corner of the content area)

Deep Dive: Patient Banner Elements

  • Always persists at the top while navigating.

  • Data fields enumerated by instructor:

    • If the patient uses a preferred name different from the legal name, the system will display the preferred name prominently.

    • Age (auto-calculated from DOB) and gender.

    • Indicator flag if the patient self-identifies with a gender different from that assigned at birth.

    • Preferred pronouns (shown adjacent to demographic fields).

    • Date of birth (DOB) in full format.

    • Unique patient ID (medical record number / MRN).

  • Visual alerting system:

    • A yellow banner or icon signals a Chart Alert (special cautionary information). Clicking it opens the alert details.

Chart Alert (Yellow Indicator)

  • Purpose: Draws attention to critical information (allergies, special precautions, legal alerts, etc.).

  • Location: Embedded within the patient banner, appears as a yellow-highlighted alert area or icon.

  • Interaction: Selecting or hovering reveals the full alert content for review.

Quick Orientation Recap / Practical Tips

  • Always verify you are in Clinician View; otherwise, feature set may be limited.

  • Use multiple identifiers—DOB, MRN, last-4 SSN—to confirm patient identity before opening a chart.

  • Become familiar with the four persistent UI hubs (Banner, Tabs, Briefing, Actions) for efficient chart navigation.

  • Pay immediate attention to any yellow alert icon to avoid missing critical patient information.