Trouver un prestataire de soins Forum communautaire
Pour les prestataires Pour les avocats
Se connecter Avocats

How to Use Charting & Intake in DigitalPatientChart

Last updated Jun 28, 2026

Manage patient paperwork in one place

Charting & Intake in DigitalPatientChart lets your team view and update patient information from a desktop, tablet, or mobile device. This capability was added at the request of the practices DPC serves, giving staff a simpler way to handle intake and chart documentation throughout the day.

Instead of switching between separate records, your team can work from one chart that includes forms, medical history, consents, and visit notes. That means less back-and-forth and faster access during check-in, rooming, and follow-up tasks.

Open and review a patient chart

To get started, open the patient record from your schedule or patient list. From there, go to the charting area to review the patient’s current documentation.

  • Check the patient’s medical history and previously completed paperwork
  • Review signed consents and stored documentation
  • Look through visit notes before the appointment begins
  • Confirm that intake details are available for the care team

This gives staff a quick view of the information needed before, during, and after the visit.

Complete intake and update chart details

Use the intake and charting sections to keep records current as new information comes in. Staff can add or update documentation during intake, at the front desk, or while supporting the provider during the visit.

  • Enter or review patient history details
  • Store completed forms in the patient record
  • Save consent documents alongside the chart
  • Document notes in the same system used for patient paperwork

Because everything stays connected in one platform, chart updates are easier to find later.

Access charts securely from any device

DigitalPatientChart supports secure chart access across desktops, tablets, and mobile devices. This gives your team more flexibility when moving between the front desk, exam rooms, and other work areas.

Patient information is protected with encrypted data security and compliance-focused safeguards. Staff can work efficiently while keeping sensitive documentation organized and secure.

Support a smoother patient experience

A clear intake and charting workflow helps patients complete documentation more easily and helps staff retrieve information without delay. It also gives practices a more modern way to manage records without relying on disconnected paperwork.

  • Patients can interact with a more user-friendly documentation process
  • Staff can find records faster during busy clinic hours
  • Providers can review charts and notes in one place
  • Practices can keep documentation organized across the full patient visit

If your team wants a more streamlined way to handle patient paperwork, use Charting & Intake in DigitalPatientChart to centralize records and keep documentation close at hand.

We use first-party cookies to run this site and understand how patients find us. Privacy