Chart Note Templates

Create custom session documentation with just a few clicks!

This allows you to use the chart template you create instead of one of our prebuilt templates.

In this Article:

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Create a New Chart Template

  • From any screen click your name (top right):

  • From the popup, underneath your name and practice click

  • You'll then see your profile

Are you an Owner or Manager?

You'll also notice an additional ribbon near the top, allowing you to quickly switch between other staff member profiles. If editing templates for another provider, click the dropdown shown here:

If you want a list of all practice wide templates:

  • On any screen click (top right)
  • Then follow along with the rest of the steps below:

  • Then click Templates (top tab)
  • Find the Chart Templates and HIPAA Note Templates section
  • This shows you to a list of your specific chart templates:


  • From here you have two different options, which we will break down below first:

Chart Templates:

Intended to be used as the entire chart note. Once the chart template is loaded, you can further customize: add, edit or remove whatever you need.

The sky is the limit in personalization: include as much or as little as you need!

HIPAA Note Templates:

Combining the best of both words:

Include all the charting options of our HIPAA charting template while additionally using your own HIPAA Note Templates, which replaces the notes section at the bottom of the chart.


  • Once you've decided which chart template you want to use, click for either preferred template:


  • This will then load the chart template editor:


  • Enter a name, and whether you want to share the template with all other providers in the group
  • Scroll down to learn more about the template editor

Hint: Setting up chart options and reviewing how to start charting is also helpful.

Edit an Existing Chart Template

  • From the list of templates, click either the template name or the button:


  • Here we load the chart template, which you can further configure:


  • With the template editor section, you have a few options explained below:

Chart Template Editor Options:

From above, you can use:

  • Text sizes → from heading 1-6 and normal text
  • Formatting → bold, italic, underline, and small text
    • Additionally → bullet points, numbered bullet points, and paragraph indentations

Note: we automatically include and require important information in the chart template. While they can be moved around, they must be included in the chart note.

Want to include more automatically generated information?

Within the Enter Auto-Text Fields bottom section, click the provided options to insert additional values to your template.

Options:

* (required)

Once done with your chart template, click (bottom right)

The template will now be available for use when charting on an appointment

Note: Edits to a custom template can be made at any time, but will only affect future notes. Past notes and notes in progress will not be affected by the change, unless the draft and changes are discarded and reloaded. For this, while charting click (very bottom left).

Using a Chart Template

Once you click from the calendar appointment popup you have two options:

For Standard Chart Templates:

  • Click the Chart Entry Style drop-down (near the top)
  • Click the name of your template
  • This would load your chart note template, which you can fully edit and add to, modify, and review

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What are all those {SquigglyBrackets}?

  • While editing your chart note, the auto text values will not populate on the editing page
  • They will not show the actual values until after you click
  • The next page is where you can review what your chart note will look like when locked

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For HIPAA Note Templates:

  • While charting in a HIPAA chart note, find the HIPAA Note Template drop-down
  • This is below Diagnosis Codes and above Notes near the bottom:


  • Click on the dropdown, then the name of your template
  • This would load your HIPAA note template, which you can fully edit and add to, modify, and review

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