Chart: Information Tab (Facesheet)

The Information tab is the first tab on the patient chart and is opened by default when the patient record is accessed. The Information tab is commonly referred to as the Facesheet. 

This tab contains all the patient demographic, insurance, contact, and allergy information. How these fields display including the information available in drop-downs can be customized by a Super Admin in Patient Settings. 

This article is a high-level overview of the Information tab. For instructions on how to create a new patient record, click here. 

Key Functions

From this tab, you can:

• Edit Patient Information
• Add Patient Flags
• Verify Eligibility with VOBGetter or Insurance Form
• Manage Utilization Reviews
• Add Notes (see below)
• Close the chart (once the patient is discharged)
• Transfer or Readmit the patient
• Patient-specific EMR user messaging

Facesheet Details

The following fields are available on the patient facesheet. Any items marked as an asterisk (*) in the list below are items that can be enabled or disabled based on your clinic preferences in Instance Settings. 

Pre-admission information Location and Location History Programs* Patient Statuses* Care Team*  Admission date Anticipated Discharge Date Discharge/Transition date Referrer Discharge/Transition to Discharge Type (once the discharge documentation has been completed) First, Middle, and Last Name: This field is reserved for the patient's legal name, as it appears in his/her official ID. Adding other names here can lead to issues and errors, particularly with integrations. Preferred Name: This field is intended for nicknames, short names, or another preferred name. Patient Picture Picture of Patient ID Patient Address Phone Numbers (main and alternate) Email address Date of Birth Social Security Number* Birth Sex Gender Identity* Marital Status Sobriety Date* Race and Ethnicity* Occupation, Employer, and Employer Phone Payment Method Insurance Information (if applicable), including insurance card picture (front and back) Insurance Verification form VOBGetter Instant button (if used) Concurrent Reviews Contacts Allergies and Food Restrictions (Food Memo) External App information* Restricted Users

Important Note about Uploading Images
Accepted file upload types: PNG or JPEG
Max file upload size: 5mb

Creating Notes

The Notes section can be used to communicate non-critical information pertinent to the patient, like travel arrangements. Notes are accessed through Facesheet but are not part of the patient’s official chart. They are used simply to make staff aware of non-critical patient information and shouldn't be used to create shift reports or any other critical patient documentation. 

1. To create a note, click on Notes.
2. Click New Note.
3. Type in the note and click Save Note.