Welcome to Chart Synergy EHR documentation
To create your own web based Electronic Health Records and Tele health system, please visit Our sign up page, complete the sign up form and and submit it.
The form will look like this
After we receive your submission, we will send a confirmation email to the email address you provided.
The confirmation email is one of the steps we take to verify your identity and activate your account.
For the account activation step to be complete, you are required to log into your email account and follow the confirmation procedure.
If you do not see our mail in your inbox, please check your email 'spam' folder.
After your account has been created and activated, you will be able to sign into your EHR.
Activate your account
The dashboard provides a real time snapshot of some data items of interest such as number of patient visits, admissions, payments, etc. Your access priviledges will determine what you can see on your dashboard.
Normally, you will be directed to your dashboard every time you successfully log in.
Through the sidebar, you can quickly navigate to other parts of the system such as Patients, Lab, Pharmacy, Billing, Admin, etc.
The patient data module allows you to manage patient records. You can add new patients, search for patients, and update patient details from the patient module.
Add new patient
To add a new patient, click 'add patient' located on the top menu bar. Complete the patient bio form and click 'Save' to save your new patient record.
Search and retrieval
Chart Synergy EHR provides search facilities for most of the data display pages. A search bar is located at the middle layer below the top navigation bar. To search for a record, simple type your search term into the search bar and hit 'search' button.
Your search term can be the patient ID, First name, Last Name or First name & Last name.
One important step to take after activating your account is to migrate your data to Chart Synergy EHR.
If you maintain a list of your patients with excelsheets, then you can upload your excel sheet and Chart Synergy EHR will import the patient data.
The data migration step can be accomplished in a few steps. To quickly migrate your patient list see Bulk upload
How to bulk - upload patient data
The bulk upload feature comes in handy when you have patient records stored in xlxs (Excel) format. Instead of entering the records manually in Chart Synergy EHR you can 'bulk upload' all the records if you already have your records stored in Excel.
However, your Excel sheet must adhere to a given format:
- patientId, firstName, lastName, middleName, nationality, addressLine1, addressLine2, City
Only firstName,lastName and gender attributes are compulsory
Please follow the steps below to migrate your patient records from excel to Chart Synergy EHR
Log into your Chart Synergy account
Open the patient data module
Click 'bulk upload'
Select the Excel (xlxs) file that contains your patient records ( See Chart Synergy on-screen instructions for excel format)
To see the the format, click 'see correct format' on the pop-up window
Click 'Choose file'
Select the excel file you want to upload
Click the upload button
Wait for the process to complete
You may toggle the progress switch on the upload panel to monitor progress of the record upload process
View patient data
To retrieve and view patient data.
Navigate to the patient data module
Search for the record you want to view
Click on the record
The patient details view allows you to see important information about the patient.
In this view you can access the patient bio data, allergies, past visits, and a summary sheet of visits.
You may expand or collapse each section by clicking on the drop down arrows.
The flow sheet section provides a quick snapshot of the patient.
It displays the patient history, family history, etc, and summary of recent visits, prescriptions and medications.
You may place your mouse pointer over each visit date to see a pop-up summary of visit note.
To start charting, Create a new patient record or open an existing patient record.
How to record patient visit
In the patient view, click 'Add visit'.
The new visit form is a S.O.A.P based form in which you will type your notes.
Save your data after typing into the appropriate form fields.
If you successfully saved your visit record, you will be redirected to the visit view where you will see the note you just entered and more menu items that can allow you to perform other tasks.
From the visit view, you can:
Add test requests
Add vital signs / Observation chart
Add nurse assessments
Create a folder for file upload
Request medical procedures
Create other medical documents
How to add vitals
You may add information such as body temperature, weight, height, blood pressure, etc by clicking 'Add vitals'.
Enter the data into the appropriate form fields and click 'Save'.
How to e-prescribe
How to order a test
How to enter a test result
How to add notes
Patient history records
Create folders and upload files
Viewing uploaded files
Downloading uploaded files
Pharmacy information management module is used for managing electronic prescriptions and drug inventory
Prescriptions are typically created by care providers ( Doctors and Nurses), and are immediately viewable through the Chart Synergy pharmacy dashboard. To see a list of current and past prescriptions :
- Click 'Pharmacy' from the left menu or main dashboard to take you to your pharmacy dashboard.
- When inside the pharmacy dashboard, click 'Rx' ( Short for Prescriptions).
Drugs and Vaccines
The drugs and vaccines section of your pharmacy dashboard is designed to help authorised users manage drug and vaccine inventory respectively. You may create new records or modify existing records from here.
How to transmit Prescriptions
The pharmacy will normally require to charge for goods and services purchased by customers. To create invoices go to create invoice
How to order a lab test
How to enter test results
Test result template
The lab will normally require to charge for goods and services purchased by customers. To create invoices go to create invoice
The staff management module allows you to store important information about all your employees, manage ward assignments, and work schedules.
Chart Synergy uses employee information to facilitate internal workflow. Eg. If a physician issues a prescription to a patient, Chart Synergy will attach the prescribing physicians name to that prescription.
Accounts & Billing
You can manage basic transactions from the accounting module. It lets you manage Invoices generated for procedures performed on patients, diagnostics, prescriptions, and other services rendered to patients. This lightweight accounting system also allows authorized users to manage insurance and claims for all patients.
The client menu contains account information for all patients. A client object represents an account and each patient is associated with an client ( account ). A client account is required for billing purposes. So, for each patient you wish to generate invoices, please ensure that the patient has a corresponding client record. . Normally, Chart Synergy will create a client( account ) for a patient the first time the patient record is created. However, you may need to create a client account manually if a patient does not have one. To create a client account:
- Go to your account dashboard
- Click 'Client' on your dashboard menu
- Click 'Add Client' on your menu bar screen showing pointer on 'Add client ' button
- Complete the 'create client' form screen showing 'create client' form
How to create an invoice
To create invoices: - Click the 'create invoice' icon. Account screen displaying invoice
Enter required details into the form Account screen displaying invoice creation form
Click 'add invoice item' from the menu Pharmacy screen showing invoice and cursor on add invoice item
Enter the item name ( auto complete ) and quantity.
Save the item to the invoice. To add more invoice items, follow step 3 to 4
Transmission of records
What you can do with it
Setting up messaging
Compose and send messages
Message security and privacy
Chart Synergy is a platform that enables collaboration and information sharing between authorised stake holders. However, the nature of data stored in Chart Synergy requires that all users take the necessary steps to protect data privacy.