Quick Start - Charting

This page will quickly demonstrate how to use the patient chart in TRAKnet. Click here for a more detailed look at the charting area.

Opening a Patient Chart

  1. There are several ways to open a patient's chart; In virtually every place in TRAKnet where you can see the patient's name, there will usually be an associated button or link to open their chart.
  2. From any of the main tabs in TRAKnet (e.g.: Scheduler, Billing Dashboard, etc.) you can access the patient search by clicking Hide Menu on the Toolbar, then clicking Patient Search. Note that hiding the menu will remove the quick list from the Patient Chart tab; You can simply show the quicklist again by clicking Show Menu on the Toolbar.
  3. On the Patient Chart Tab, you can click the Patient Search button in the top left corner of the screen. You can also use the Quicklist to see a list of patients scheduled today, which also shows the time of their appointment. Using the dropdown menu, you can choose different Quicklists, such as a specific provider's or room's patients for the day, or a list of recently opened patient charts.

Creating a New Patient

  1. If the patient you want to see is not in the system yet, you can create a new patient from several locations in TRAKnet. In every patient search there is an Add button in the top left corner of the screen. If you create a patient appointment with a reason of 'New Patient', you will be automatically prompted to create the new patient. From any of the main tabs in TRAKnet, you can also click Add New Patient on the Toolbar.
  2. There are a few required fields to create a patient: First Name, Last Name, Birth Date and Zip Code. There are also some options completed by default you may want to change, such as Gender, Account Number, Ethnicity, Race, Language, Billing and Contact preferences.
  3. Once the new patient information has been entered, click Save and the new patient will be automatically loaded. Now you can begin to intake patient information; Scanning their intake form and insurance card, taking the patient photo for their chart, recording various patient histories, etc.

Creating and Managing Encounters

  1. The core function of the patient's chart is handling the patient encounter, which contains the visit note and invoice. You can create new encounters from the chart, though typically you would want to create encounters from the scheduler.
  2. You can open encounters in many ways. The Open button on the chart opens the patient's most recent encounter, All Encounters opens a list of the patient's encounters so you can pick which one you want to see. The Progress Notes tab lists all of the patient's encounters with a preview of the visit note; You can rename encounter titles from this tab and quickly print out individual notes.
  3. Encounters made in TRAKnet 2.0 can be seen in a read-only format in the 2.0 Encounters tab. From there, these legacy encounters can be viewed, printed or deleted.
  4. You can delete encounters through the All Encounters button or through the Progress Notes tab. Before you delete an encounter, make sure it has no associates claims, payments or charges on the invoice, as this will prevent the encounter from being deleted. Any deleted encounter can be easily restored through the Progress Notes tab by checking the Show Deleted checkbox, selecting the deleted encounter highlighted in red, and clicking Restore.