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How to enter a new case into Xchart.com
How to enter a new case into Xchart.com

Basic steps for creating a new appointment for a new patient on Xchart.com

Henrik Joreteg avatar
Written by Henrik Joreteg
Updated over 2 years ago

When you first sign in to Xchart.com you'll see your organization's dashboard screen

It will look something like this:

Step 1: Find / Click the "Enter new case" button in the "Cases" section above the calendar:

Step 2: Select whether you want to add a new patient (or search for one that you've already entered into Xchart.com before.

Step 3: Enter required fields (First Name, Last Name, Date of Birth) and click "Save".

Step 4: Enter Case Details

For "Time and duration" a few of the valid examples are:
​
"tomorrow @ 2pm 2"
"nov 12 , 1400 15m"
​
Double check the values in the green boxes to make sure it understood you correctly.
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If the "Save" button is disabled, you're missing a required field above.

Step 5: Now you have created the case, you can now click "Open Anesthesia Record" to open this case in the case editor.

That's it you've created a case in Xchart!

To open that case another time you sign in, simply find it on the calendar and click it:

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