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INDEX
A. Viewing/Printing Patient History
This function allows you to view/print a portion or the entire patient chart in one location. It is available in the Admin Console, HBC or HBM when Online.
1. Admin Console
In the Admin Console:
Select the patient chart you wish to access by clicking on the patient ID.
To the right of the screen, click on View Patient’s History.

A second tab will open in your browser.

Identify display options for viewing the chart.

1. Layout 2. Date Range
3. Workers 4. Discipline
5.) View & Display demographic header (will display on pg. 1 when printing)

Once the details for how to display the chart have been selected, click submit.
The chart will load.

Sample of Expanded chart:

Displays all the details of the visit records/care plan problems/medications/orders and notes.
Sample of Collapsed chart:

Displays a summary of the items in the chart.
Expanding a Division:

Expand any item by clicking on the arrow to the left of the item. ![]()
Expand an entire section by clicking the circular icon to the left of any section. ![]()
To preview patient history in PDF format, use the Print function in the browser or Users can easily print charts from the Chart App by pressing “control + p” (Windows) or “command + p” (OSX). The normal printing dialog screen will appear, print as directed.

****If the chart is too large to view in the program, the worker will see a message displayed on the screen.
“This chart may take some time to generate. You will receive an email containing a link to the chart when it is ready.”
The link to the chart will be sent in an email to the worker and will look like the one below.

This link can be opened in any browser.
2. Hummingbird Clinical
In HBC: In the top tool bar, click on the icon to view the whole chart.

Clicking on this icon will display the different options for viewing an entire chart.

Click on View Patient History in the task bar.

Once you select View Patient History, the program will function just as it does in the Admin Console.

This action will open another tab in your browser.
Click on the new tab to access option for how to view the chart.
The screen will display with options for how to view the chart.
Identify display options for viewing the chart.

Identify display options for viewing the chart.

1. Layout 2. Date Range
3. Workers 4. Discipline
5.) View

Once the details for how to display the chart have been selected, click submit.

The chart will load.

Sample of Expanded Chart:

Displays all the details of the visit records/care plan problems/medications/orders and notes.
Sample of Collapsed Chart Summary:

Displays a summary of the items in the chart.
Expanding a division:

Ability to expand any item by clicking on the arrow to the left of the item. ![]()
Ability to expand an entire section by clicking the circular icon to the left of the section. ![]()
To preview patient history in PDF format, use the Print function in the browser OR Users can easily print charts from the Chart App by pressing “control + p” (Windows) or “command + p” (OSX). The normal printing dialog screen will appear, print as directed.

****If the chart is too large to view in the program, the worker will see a message displayed on the screen.
“This chart may take some time to generate. You will receive an email containing a link to the chart when it is ready.”

The link to the chart will be sent in an email to the worker and will look like the one below.

If you receive this link by email, it can be opened using any browser.
To return to the original chart/working documents, click on the Hummingbird Clinical Tab in the browser.
3. Hummingbird Mobile
In HBM:
This function works in HBM as well. All forms can be viewed from the mobile application. If you can view and print from your smart device you can utilize the functions in the same way from the mobile application.
Once in a patient chart, opening the slide drawer to the right will give you the option to View Patient History.

Clicking on this selection will give you a notification that you will be leaving Hummingbird Mobile. Click OK to proceed.
B. Accessing Super Archived Records
If a chart has been archived, it will be listed as “Yes” or “Super” on the HBC Patients listing screen under the Archived column.

Super Archived charts will need to be unarchived before auditing or printing for access to all documentation.
1. From HBC Admin Console:
- Select the patient whose chart you wish to access by clicking the patient ID.
- If the chart has been archived, you will see “Archived” or “Super Archived” in red under the patient name.
- Click the “Unarchive patient now” button to the right.
- This will allow you to view/print all electronic documentation when you log back into this patient chart in HBC OR HBM. * Attachments will still need to be viewed/printed from attachments.
- After you have finished with the unarchived chart, select the “Archive patient now” or “Super archive patient now” button to return chart to its archived state to prevent speed reduction for the field staff.
