Guided Steps
There are two ways to access a client chart in the provider portal:
1. You can view a client's chart by navigating to the Clients tab and selecting a client from the roster.
2. You can also access client charts from your calendar in the Schedule tab by selecting an appointment and clicking View client chart.
The client chart will open within the Clients tab.
Additional Resources
- Client chart overview - An overview of client charts in the provider portal.
- Viewing my client's measures surveys - Detailed instructions on viewing measures for a client in the provider portal.
- Viewing notes and documents - Detailed instructions on viewing notes and documents in the provider portal.