Getting started
Sign in to Viewer, find a patient, and review their archived records — your first few minutes in the product.
Viewer is a read-only window into clinical records that were archived from a retired system. This walkthrough takes you from your first sign-in to viewing a patient's record. It should take about five minutes.
Before you start, you'll need:
- Your organization's Viewer address —
https://<your-organization>.chaviewer.com - A Viewer account with a role assigned to you by an administrator (if you can sign in but see "no access", ask your administrator to assign you a role — see Roles & permissions)
Sign in
- Go to your organization's Viewer address (
https://<your-organization>.chaviewer.com). - Sign in. Depending on how your organization is set up, you'll either enter a username and password or be sent to your organization's single sign-on — just follow the prompts.
After signing in, you land on the Patient Directory.
Find a patient
The Patient Directory is your starting point for every record. Search for a patient using any of three modes:
- Name — search by patient name
- DOB — search by date of birth
- MRN — search by medical record number
Pick a mode, type at least three characters, and run the search. Results are paginated; use Load More to see additional matches.
Tip
If you haven't searched yet, the directory shows your Recent Patients — the records you've opened most recently — so you can jump back in with one click.
Open a record
Select a patient from the results to open their record. A patient's record is organized into tabs across the top. Which tabs appear depends on your access and on what data was archived for that patient, but they commonly include:
| Tab | What it shows |
|---|---|
| Info | Demographics, contact details, and linked source systems |
| Visits | Encounter and visit history |
| Allergies | Recorded allergies |
| Immunizations | Immunization history |
| Problems | Diagnoses and problem list |
| Medications | Medication records |
| Documents | Scanned and stored documents |
Move between tabs to review the parts of the record you need. Everything in Viewer is read-only — you're viewing the archived record, not editing it.
What's next
- Need a PDF of the record, or a release-of-information packet? See Generating a report.
- An administrator? See Identity & access to connect single sign-on and manage who can see what.
A note on what you can see
Viewer grants access by role, and access is deny-by-default — you only see the categories of data your role allows. If a colleague sees a tab or feature (such as Reports) that you don't, it's because their role includes a data category that yours doesn't. Your administrator manages this; see Roles & permissions.