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Line drawing for the Clients topic

Finding your way around a client's chart

Move between chart tabs, appointments and the timeline.

Who this is for: Clinician

Read the chart overview

  1. Open the client on Overview. The summary strip shows their name, record number, age and date of birth, with chips for age group, sex and pronouns, and allergies when you may read them.
    A client's chart open on Overview, with an arrow pointing at the Overview tab.
  2. Choose a tab: Notes, Appointments, Payments, Measures & vitals, Documents, Forms, Relatives, Insurance, Messages, Client portal or Timeline.
    A client's chart with an arrow pointing at the row of tabs.

Note: Some tabs, such as Payments, show only to roles that may see them. Insurance also depends on whether the practice offers insurance billing.

Move through appointments

  1. Select Appointments to read the date window above the list.
    A client's chart open on Appointments, with an arrow pointing at the Appointments tab.
  2. Select Earlier or Later to move the window.
    The Appointments tab of a client's chart with an arrow pointing at the Later button.
  3. Select Today to return to the current window.
    The Appointments tab of a client's chart with an arrow pointing at the Today button.

Read the timeline

  1. Select Timeline to read entries about the client, newest first.
    A client's chart open on Timeline, with an arrow pointing at the Timeline tab.

Last checked against Weft on 31 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.