Knowledge of how to Pull Patient Charts, Print Charge Sheets, and Print Progress Notes for the Day

  • To pull patient’s chart, look up chart in black file cabinet. They are alphabetically organized by last name.

  • To print a patient’s charge sheet:

    • ​Hover over the small yellow folder in the upper right corner of the patient’s appointment time in office ally

    • Click “Check-In”

    • Once separate window has opened, scroll to the bottom and click “Print Superbill”

    • Put a blue sheet of paper in the bottom paper tray of the printer

    • Click “Print” in the new window

  • To print a patient’s progress note:

    • Hover over the small yellow folder in the upper right corner of the patient’s appointment time in office ally​

    • Click “Edit Patient”

    • Click the “Documents” tab

    • Scroll down to the appointment’s corresponding progress note (regular apt. or NFB)

    • Click the “View” paper icon

    • When the preview window opens, click the printer icon (the picture not the PRINT button)

    • Click print again in the following pop up window

    • Be sure to print on WHITE paper