Documentation
What's New
Every recent update to the Knowledge Base, newest first.
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Updated on October 2, 2026
Insurance
The Insurance tab records and displays responsible party and insurance plan information for a patient. A patient can have up to three insurance plans in their chart.
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Updated on October 1, 2026
Implantable Devices
The Implantable Devices tab is used to document and maintain a patient’s implantable devices, such as pacemakers and IUDs.
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Updated on October 1, 2026
Immunizations
The Immunizations tab displays immunizations documented for a patient and consists of two subtabs: Child and Adult. Selecting Immunizations opens the appropriate subtab based on the patient’s age.
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Updated on October 1, 2026
Flowsheets and Labs
The Flowsheets/Labs chart tab is used to view and add Custom and Standard flowsheets and view labs saved to the patient chart.
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Updated on October 1, 2026
Export
The Export tool exports individual patient records in a machine-readable format, as a C‑CDA file, or as PDFs.
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Updated on September 30, 2026
Pending Orders and Results Review
The Pending Orders/Results Review tab displays orders that have not been completed for a patient and patient e-Labs results that need to be reviewed.
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Updated on September 30, 2026
Patient Information
The Patient Info tab records and displays patient demographic information in five tabs: Patient, Additional Info, Related Person, Pregnancy, and Notes. The Pregnancy tab displays for patients with a Birth Sex of female.
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Updated on September 30, 2026
Patient Info
The Demographics tab is divided into six subtabs of patient information. Patient Information: records and displays patient demographic information Consents: records and displays patient preferences for contact methods, ambient listening AI, and data exchange consent status Insurance: records and displays responsible party and insurance policy information for a patient Contacts: records and displays Emergency and […]
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Updated on September 30, 2026
Contacts
The Contacts tab records and displays Emergency and Alternate contacts for a patient.
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Updated on September 30, 2026
Consents
The Consents tab records and displays patient preferences for contact methods, data exchange, and ambient listening AI (Add-On Feature) consent status. Options for data exchange consent status are dependent on a clinic’s interface setup.
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Updated on September 30, 2026
Confidential Blank Note
A Confidential Blank Note encounter is a free text documentation tool for adding notes or information of a sensitive nature to a patient’s chart.
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Updated on September 30, 2026
Chart Tools
The Chart Tools menu contains tools to complete patient-related tasks and is available from every tab in the patient chart. The following items are available in the Chart Tools menu: C‑CDA Reconciliation: imports and reconciles locally stored C‑CDA files into a patient chart Confidential Blank Note: creates a Blank Note Encounter with restricted view access […]
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Updated on September 30, 2026
CMS 131v14: Diabetes: Eye Exam
Measure: Percentage of patients 18-75 years of age with diabetes and an active diagnosis of retinopathy in any part of the measurement period who had a retinal or dilated eye exam by an eye care professional during the measurement period or diabetics with no diagnosis of retinopathy in any part of the measurement period who […]
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Updated on September 30, 2026
Chart Access
The Chart Access tab enables a user to restrict access to a patient chart. Chart access can be restricted by user or by Access Level. By default, users with chart access can view all charts unless the chart has been restricted.
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Updated on September 30, 2026
CDS (Clinical Decision Support)
The CDS tab displays a patient’s inclusion in a Clinical Decision Support and the status of the CDS. From this tab, a user can add a custom CDS, change, or override a patient’s current CDS.
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Updated on September 29, 2026
Admissions
The Admissions tab is used to document a patient’s admission and discharge events for residential care or skilled nursing facilities.
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Updated on September 29, 2026
Chart
The Chart contains the patient’s demographic and clinical information. From the chart, a user can view a patient’s current and historical clinical information, start a new encounter, and perform a variety of patient-related tasks. Demographics and some clinical information, such as medications and vitals, can be added and updated from the chart. Upon opening a […]
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Updated on September 29, 2026
Orders and Referrals
The Orders/Referrals tab is used to create lab and diagnostic test orders and provider referrals. Depending on the encounter type, the Orders/Referrals tab displays as its own tab or as a subtab of Orders/Procedures. If a patient has pending orders, a green flag displays next to the tab name.
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Updated on September 23, 2026
Message Digest Tool
The Message Digest Tool is a integrity protection control used to verify if a patient data file received during an electronic exchange (such as a C‑CDA file received using Direct Message) has been altered or changed in any way. “Hashing” is an algorithm that creates a value (hash value) for a file that allows it […]
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Updated on September 23, 2026
Merge Duplicate Charts
Merge Duplicate Charts combines all the clinical data from both charts into one chart for the patient. If more than one chart exists for the same patient, it may be necessary to merge the charts.
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Updated on September 23, 2026
Task Report
The Task Report displays task details such as Date, Priority, Status, Task Subject, Patient Details (if applicable), Due Date, Assigned By, and Assigned To. The report export displays the Task Description and Activity.
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Updated on September 23, 2026
Immunizations
The Immunizations tab captures vaccines administered during an encounter and a patient’s historical immunizations. A patient’s immunization information carries forward to each subsequent visit.
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Updated on September 21, 2026
2026 Consolidated QRDA Export for eCQMs
QRDA files are used for quality report data submission to government incentive programs and other regulatory programs and are accepted by most Healthcare IT systems, such as registries. There are two types of QRDA formats, both of which are available in Sevocity: The Consolidated QRDA Export tool exports one or more eCQM reports in QRDA […]
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Updated on September 11, 2026
Help Menu
The Help Menu contains links to Sevocity support resources. Latest Release Notes: opens the latest Release Notes page with the latest updates in features and functionality Customer News/System Status: external link to Sevocity’s Customer News page with System Status, important news, and more Sevocity Online Help: external link to Sevocity’s Online Help site Contact Us: […]
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Updated on September 11, 2026
Desktop
The Desktop displays upon logging in to Sevocity. The following tabs and features are available from the Desktop: