> For the complete documentation index, see [llms.txt](https://edehr.gitbook.io/edehr-compass/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://edehr.gitbook.io/edehr-compass/user-guides/student-guides/patient-chart-workflow.md).

# Patient Chart Workflow

This page walks you through a typical “charting session” from opening the patient to saving a verified report and getting ready to submit your work.

### Enter or update Patient Chart Data

1. Select the relevant page in health record navigation (e.g., *Demographics* or *Medication Administration*)
2. Depending on the data there may be an **Edit form button or an 'Add Assessment' button which will bring up a pop up for additional details.**

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-25/71e63656-c776-4bf5-a927-fa80fe8bedc3/ascreenshot.jpeg?tl_px=298,0\&br_px=1674,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=1014,160)

* Fill in the fields.
* Choose **Save when complete, or cancel to reset.**

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-25/0c49d011-0d85-45ad-98e6-73760f99af22/ascreenshot.jpeg?tl_px=298,0\&br_px=1674,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=928,156)

***

### Repeat this process for every required Patient Chart

***

### Tracking your Changes

You will notice greyed dots which represent your changes to the patient data. A solid circle represents saved form changes by you. Empty circle represents Case Study data has been unchanged. You can use this to guide your progress through the EHR.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-27/36ce54ee-7a90-45d6-9f76-084b12c532d7/ascreenshot.jpeg?tl_px=0,191\&br_px=2672,1684\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=161,276)

***

### Ready to submit your work?

Once all your changes are made to the EHR you will be ready to submit.

Click **Submit**, confirm the pop-up, and EdEHR locks the chart and redirects you to the **Activity** page. From there you can monitor grading status and feedback.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://edehr.gitbook.io/edehr-compass/user-guides/student-guides/patient-chart-workflow.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.