How do I add a patient to my EHR?

Click Charts to access your patient list. From there, click Add New Patient in the top-right corner.

A window will open for you to add patient demographics and all supplementary information. Click Save to save your changes and add your new patient.


  1. How do I search for patients in the EHR?
  2. How do I add a patient to my EHR?
  3. How do I customize my patient chart view?
  4. How do I complete a chart note?
  5. How do I use rich text editing when charting my encounters?
  6. How do I add ICD-10 diagnoses to a patient chart?
  7. How do I add a medication?
  8. How do I use flowsheets?
  9. How can I preview previous encounters and results while completing an encounter?
  10. How do I print a patient's chart or certain sections of the patient's chart?
  11. How do I print a chart note?
  12. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  13. How to record and print patient demographics and profile
  14. What information is available in a patient's Timeline?
  15. How to use the growth charts?
  16. How do I merge duplicate charts?
  17. How do I print the plan?
  18. How do I open an existing patient chart?
  19. How do I add and save vitals?
  20. Can vitals be added in Metric Units or US Customary Units?
  21. How do I add advanced directives?
  22. How do I add allergies?
  23. How can I edit my signed chart note?
  24. How do I add Family Health History?
  25. What is the difference between a SOAP and Simple note?
  26. What are the Character Limits when Charting?
  27. What are the limits of simultaneous editing?
  28. What are Screenings/Interventions/Assessments?
  29. Where can I learn more about the different components of an encounter?
  30. How do I delete or deactivate a patient?
  31. How to edit information on the Patient Summary?
  32. How can I view Diagnosis comments?
  33. How do I search for inactive patients?
  34. What are Clinical Decision Support (CDS) advisories?
  35. How do I change the date in an encounter?
  36. How do I populate the list of Frequently prescribed medications?
  37. How do I view more information for medications?
  38. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  39. How do I delete an unsigned encounter?
  40. Who can sign a chart note?
  41. How do you change the 'Seen by' provider in the new encounter?
  42. How do I add a patient?
  43. What information is required to save a patient's chart?
  44. How do I create a patient record number?
  45. How do I edit an existing SOAP or Simple Note?
  46. How can I create a custom simple note?
  47. How do I record "Unknown Family History?"
  48. How do I pull history from one patient visit to the next?
  49. How do I refresh a patient's chart?
  50. How do I start a new note/encounter in Practice Fusion?
  51. How do I export a patient record (clinical document)?
  52. What is the file size of a patient image?
  53. Can I move a Patient Record Number from one chart to another?
  54. How do I view or update a patient's appointment within their chart?
  55. How do I add a custom medication?
  56. How many charts can be open and how do I close them simultaneously?
  57. How do I assign a Care Team?
  58. How do I add vitals to flowsheets?
  59. How do I customize my template line settings?
  60. How do I set my patient list and Timeline default?
  61. How do I attach a document to an encounter?
  62. How do I create and update "My Dx List"?
  63. How do I edit information in the patient chart header?
  64. How do I add custom allergies?
  65. How do I participate in the Prolia Safety Program?
  66. How do I document patient risk score?

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