Member Chart page is where most of the care team members work on to provide the services required by the member. This includes making engagements with members, setting goals, scheduling appointments and many others.
Member’s Menu
The left side of the member’s chart includes key information about the member (eg. name, age, EMR ID), contact actions (eg. call, text, chat), and a menu to navigate to the chart’s tabs.
You can customize what displays in members’ menus, based on how you use mMR in your role/program.
The screenshot below shows an example of all information and actions that can be displayed, if available:
Information displayed:
Member’s current time and timezone (If timezone information isn’t available, the program’s timezone will be shown)
Member’s primary language
Member’s preferred name
Member’s full name
Member’s pronouns and age
Member’s EMR ID
Related member (For SPP, proxy/participant)
Member tags
Missed Engagements
Actions:
Quick Details
Quick Add
Contact (Learn more about Contact Information)
Open engagement requests (if any)
Search bar for tabs
Member's tabs (menu items)
Member Tags
If there are additional tags that can't all be displayed here, there will be a button with + and the number of additional tags. Click this + and number to go to the Tags tab, where you can see all Tags and edit them.
Quick Details
Clicking the blue circle with "i" opens a pop–up for you to easily copy important information about the member, and you can move it around the page by clicking and dragging on the top grey bar. You can also open this pop-up anytime by pressing CTRL+1.
Quick Details can be customized (see section below on "How to Customize Member's Menu").
Quick Add
Clicking the blue circle with "+" lets you add member details such as program, contact information, tags, important notes, and more.
Quick Add information can be customized (see section below on "How to Customize Member's Menu").
Contact and Communication Methods
Here are buttons for calls (member or other contact), text, chat (secure messaging), and contact information.
If member has preferred communication methods, the order of preference will also be shown when you hover your cursor on the buttons.
Learn more about Contact Information.
Searching for menu items:
Type to search for menu items.
How to Customize Member’s Menu:
Please note: This will be the same for all members’ charts.
Click on your avatar in the top right corner.
Click on “Settings”, then click “Member’s Menu”
In this side panel, you can customize the main menu display, quick add, and quick details.
When you’re finished, click “Save” in the upper right corner.
Customize Main Menu:
Tick/untick the checkboxes to show/hide items. Click "Save" when you're finished.
Customize Quick Add:
Tick/untick the checkboxes to show/hide items in the Quick Add pop-up. Click "Save" when you're finished.
Customize Quick Details:
Click and drag items from the left box into the right box, in the order you’d like them to be displayed. Click "Save" when you're finished.
Customize Member's Tabs:
All tabs you have access to are displayed in the left box. Click and drag items from the left box into the right box, in the order you’d like them to be displayed. Click "Save" when you're finished.
If any of the selected tabs are not applicable for a particular member, then the next priority tab will be displayed.
Member's Overview
Member high level information will be available under this tab. When member profile is accessed, this will be the default tab. Below is the information we can find about the member.
Left Section:
Important Notes
Allergies
Mindoula App & Portal
Right Section:
1. Programs
2. Primary care team