Chart Note Templates

Create custom session documentation with just a few clicks!

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.

In this Article:

Create or Edit a New Chart Template
Delete a Chart Template
Using a Chart Template for Documenting a Session

Create or Edit a Chart Template

• Click My Profile from the left-hand menu
• Under the Chart Templates section, select either New for a new template, or Edit to modify an existing template
  • Additionally, setting up chart options is also helpful

This takes you to the  Chart Template where you can further configure your particular chart template.

Chart templates can be configured with our rich text format editor, which includes different header and text sizes, as well as text formatting like bold, italic, underline, and small text, in addition to bullet points, numbered bullet points, as well as paragraph indentations.

Pre-set requirements for a chart note template include a minimum of: 

• client name
• appointment date/time
• diagnosis
• CPT code
• POS code

Want to include more automatically generated information?

Within the Enter Auto-Text? section, click provided options in order to insert additional placeholders beyond the pre-sets given (ex. - clicking ‘Insurance ID’ adds it into the Auto Text Field, including it in the header of the note).

Once done with your chart template, click Save at the bottom.

The template will now be available for use when documenting a client session.

Delete a Chart Template

• Click My Profile from the left-hand menu
• Navigate to the Forms and Templates section, then Chart Templates
• Click theEdit button for the desired chart template, then Delete

Using a Chart Template for Documenting a Session