Student Quick Start Guide
You can create a Student account by going to
Sign in and Get Started in 3 Easy Steps
1. Add Course Code
2. View Courses & Activities
3. Explore Patient Chart
1. Add Course Code
If you already added a Course during Account Registration or if you see a Course listed, you can skip this section.
After logging in, click +Course Code located at the top right on your homepage.
Enter the Course Code(s) that your Instructor provided to you in the dialog and press Ok. 
If you don't have a Course Code, please contact your Instructor for the Code or to be manually added to the Course.
Please Note: For Security Reasons, the ChartFlow Support Team is unable to add Students to a Course.
2. View Courses & Activities
You'll see all your Courses listed on your Homepage.
You can return to this page at any time by clicking the ChartFlow logo at the top left.
You're able to click View Course to see all Activities listed on one page. This is useful if your Course has more than 10 Activities.
You're also able to enter directly into an Activity from this page. Click View Activity on the far right to get started.

Depending on the Activity your Instructor has created, you will either be able to Create New Patients or access pre-built Template Patients.

In either case, ChartFlow's EHR will function the same. Click New Patient or one of the Template Patient Names to get started.

3. Explore the Patient's Chart
If you're building a New Patient, you'll see the Patient Details below.

For Template Patients, you can skip down as you'll be taken directly to the Patient's Chart. 

New Patient Creation
Complete the New Patient page accordingly. 

For HIPAA Reasons, the Legal Name and Preferred Name cannot be edited for New Patient Activities. 
Only Legal Sex is required, Sex at Birth and Gender Identity are Optional fields.

The Age can be adjusted based on Years, Months, Days, or Hours.
Press Save to Create the Patient and View their Health Record.

Patient Chart
You'll be taken to the Visit History page.

For New Patients, click New Visit in the Patient Header to get started. 
For Template Patients, you may already be in the Visit or have availabile Visits to review.

The rest of this section will cover how Visits work so you can comfortably navigate and document within ChartFlow.
Documentation Basics
Throughout this section, we'll use the terms flowsheets & forms. Both of these are equivalent to the sections you see on the left sidebar. These flowsheets or forms allow Users to review or input patient information.
Documentation or Charting will also be used interchangeably. Both terms refer to the information Saved in the Patient, either by you or by another User. This information can be an Order, Vital Signs, Notes, or anything else.
Documentation in ChartFlow is Saved in two different ways:
  • Visit: Documentation in flowsheets or forms is tied directly to the Visit. ie, Patient's Vital Signs that were taken in an Outpatient Clinic will only appear when Viewing that Visit. You wouldn't see the Patient's Vital Signs from their Inpatient Hospital Visit when they had an emergency appendenctomy—you would need to enter that specific Visit to review.

  • Patient History: All documentation from all Visits are saved & compiled into these flowsheets. These sections are best used for analyzing long-term trends in Patient Care.
Default View: No Current Visit
Patients that are not currently in a Visit will have the following sections appear by default on the left sidebar:

  • Patient Details: You'll be able view/edit the Name, Sex, Age, etc. Some fields may be locked, depending on the Activity Experience and Patient's Settings.

  • Visit History: All historical visits will be listed. You'll be able to review old charting from those visits.

  • Allergies: All Allergies from all Visits will be listed in this flowsheet. You can easily add new Allergens or mark that existing Allergens were reviewed.

  • Patient History: Sub-menu contains Patient History flowsheet and other historical records that compile information from all Visits.
If a Visit already exists, we can click View Visit from the Visit History section to enter it.

Let's assume we have a New Patient and begin by pressing  New Visit.

After pressing New Visit, you'll be able to select:
  • Visit Type: Different options will change the sections on the left sidebar. Different flowsheets & forms will appear based on the Visit Type you select.

  • Reason for Visit: Free-text section.

  • Visit Start Date: Enter any date & time in the past for when this Visit should begin. The current time will be set by default.

Hit Save to Create the Visit. You'll notice that the sections on the left will change.

By default, Patient Details, Visit History, Allergies, and Patient History appear on every Visit Type. 

The first 3 sections will always remain at the top. Patient History will drop to the bottom of the left sidebar. 

You'll notice after Saving the Visit that the Patient Header now has additional Visit Navigation options.

  • Manage Visit: This will allow you to change the Visit Type, Reason for Visit, Visit Start Date, and also End the Visit.

  • End Visit: Brings up a dialog box that will allow you to enter a Visit End Date and End the Visit. Ended Visits can always be accessed from the Visit History section. You are still able to add new documentation to that Visit, as long as the Activity is before the Due Date.

After Saving the Visit, you'll be able to enter any of the new sections that appear. Let's enter Vital Signs.

If you're viewing a Template Patient, you may see existing documentation.
Press the +New Entry button on the right to enter a new Vital Signs entry.
Each Entry contains a Timestamp. Please note that fields within ChartFlow share data and can only contain one unique timestamp. If our system detects a duplicate, you will be notified and will be unable to save the information until you change the Time.

Flowsheets in ChartFlow will contain different field inputs, including free text, single select dropdowns, multi-selects, checkboxes, advanced, and more. For a detailed explanation on each field, click here to view our Patient Chart Guide.
When you're editing a flowsheet, you'll also see a Save button on the bottom right side. This button is always in the same place, allowing you to easily Save your documentation at anytime. Please more sure that you've Saved before leaving the page or clicking the back button, as this would cause your current unsaved data to disappear.
After Saving your entry, you'll see it on the next screen with your Profile Picture/Initials and the Timestamp listed. You can click on any User's Avatar to view their full name in case there is someone you don't recognize.

Congratulations you're now ready to start using ChartFlow!
There's a lot more advanced features & functionality that we only touched on in this Quickstart Guide.

Here's a Product Reference that includes all of our Student and Instructor Guides.

You'll also find all these sections, guides, and articles on our help site: