The platform
A foundational EMR,
ready to make your own.
Every Openchart instance ships with a polished base application. Explore what's included — then remember: anything here can be changed, extended, or rebuilt to fit your organization.
Patient chart
Everything about a patient in one clear, fast record — demographics, problems, medications, allergies, encounters, documents, and care team. The whole history is right there, easy to scan and quick to navigate.
- Demographics, problems, medications & allergies
- Full timeline of encounters & documents
- Care team and contact details
- Appointment history and upcoming visits
Medical history
+ Add- Hypertension 2019
- Type 2 diabetes 2021
- Osteoarthritis, knee
- Low back pain
Upcoming appointments
Jun
18
Follow-up
9:00 · Sam Reyes
ConfirmedJul
02
Annual review
10:30 · J. Okafor
BookedWhitfield, Mara
8:00 · Mask fitting
Okonkwo, Tobias
9:30 · Titration review
Castellano, Rhea
11:00 · Resupply
Bergström, Idris
12:00 · New setup
Nakamura, Sora
8:30 · Home sleep test
Reserved
Held
Delacroix, Pia
10:00 · Results review
Vasquez, Noor
10:30 · Device setup
Halvorsen, Dane
12:00 · Device return
Scheduling
A fast, multi-provider calendar with a live daybook of the whole clinic day. See every appointment at a glance — its time, type, patient, and status — and manage bookings, rooms, and resources without the back-and-forth.
- Multi-provider scheduling with rooms & resources
- A live daybook of the whole clinic day
- Appointment types, colors, and statuses
- Quick rescheduling and double-book checks
Tasks
Route work to the right person and track everything through to completion. Every task carries its patient, owner, priority, and due date, so nothing slips and everyone knows what's next.
- Assign and route tasks across the team
- Due dates, priorities, and queues
- Filter by patient, owner, or status
- Automatic task generation from your rules
Review intake form
Jordan Avery · Reception
Send referral letter
Maya Chen · Dr. Reyes
Confirm coverage
Liam Diaz · Front desk
Renew prescription
Sara Okafor · Dr. Reyes
Book reassessment
Tom Patel · Sam Reyes
Notes, documents & forms
Write clinical notes, store every document, and generate letters — all in one place. Notes and templates support merge fields that pull a patient's name, date of birth, and visit details straight from the chart, so documents fill themselves.
- Rich-text notes and letter templates
- Merge fields that pull from the chart
- Document storage with versioning
- Self-serve form builder
Dear {referrer.name},
Thank you for referring {patient.first_name} {patient.last_name} (DOB {patient.dob}).
I assessed {patient.first_name} on {encounter.date} regarding {encounter.reason}.
My impression is moderate obstructive sleep apnea. I have started auto-titrating CPAP therapy and will review in six weeks. A full report is attached for your records.
Kind regards,
{provider.full_name}
{clinic.name}
Dana Whitfield
Front desk
Assign role
Audit log
S. Cheng viewed chart — Whitfield, M.
2mM. Abara edited note — Okonkwo, T.
14mReception exported day sheet
1hPermissions & audit log
Decide exactly who can see and do what. Assign each user a role, manage their permissions across the system, and keep a complete audit log of every action — so you always know who did what, and when.
- Assign users to roles in a click
- Manage permissions across the system
- Access scoped by team and location
- Audit log of who did what, and when
Optional module library
Install modules to cover all your bases
Ready-made modules you can add to your instance — and a team that builds new ones to order.
Operational
Fax
Reminders
Questionnaires
Online booking
By specialty
Audiology
Respiratory Therapy
Optometry
Physiotherapy
Need a module that isn't here — a patient portal, group virtual care, a mobile app for patient courses? It's priced by project and built by our team.
Beyond the base
Where the platform goes next
Build & customize
Patient portals, custom workflows, branded chart items, and AI automation — built on this platform.
See what is possibleIntegrate anything
Connect D365, TIMS, Salesforce, or any system right into the chart.
See integrationsGenerate huge cost savings
A far lower per-user cost frees a budget big enough to fund all of it — and more.
See cost savingsMake it yours
The base is just the beginning.
Everywhere across this platform, you can change anything you want with help from our team.