Chart Interface Basics - Retrieving Charts
Your Chart Rack is very similar to your chart room.
Open the Chart Rack
Search for the Chart
A specific chart can be retrieved via 5 methods:
1. Name (Last)
2. Birth Date
3. Chart #
4. Social Security #
5. Phone #
To retrieve the chart by Name, begin typing the name. As the letters in the last name are entered, notice the corresponding chart name is highlighted-selected in the list after entering the third letter.
To search using another method, use the Type drop-down menu to change the search Type to one of the others listed above.