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 (unless the draft and changes are discarded and reloaded).

In this Article:


Create or Edit a Chart Template

Depending on your access, this process can be navigated via Practice Settings or My Profile.

As a provider:

  • Click My Profile (left-hand menu)
  • Under the Chart Templates section:
  • Select  for a new template:
  • or Edit to modify an existing template:
Hint: Additionally, setting up chart options is also helpful.

As an owner/manager:

  • Click Practice Settings (left-hand menu)
  • Click the top tab Chart Templates
  • This brings you to a list of the practice chart templates


  • From here, you can specify to create a either Chart Template or HIPAA Note Template
  • Or you can click on the template name or to bring you to an existing template

Template types:

Chart Templates are intended to be used as the entire chart note, and once in the note you can further type/edit/add/remove whatever you need
HIPAA Note Templates are intended to be used as the note section of the HIPAA template, so you include all the options of the HIPAA template with the addition of a charting template below that.

The differences are also briefly outlined in the charting article here: Start Charting


Once clicking Edit and you're in the specific Chart Template, you can further configure your actual note content:

Chart templates can be configured with our rich text format editor, which includes different header sizes (h1-h6), 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.

⚠️ Note: the system already creates preset information in the Chart Template header section (these presets are required in a chart note). 

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

  • client name
  • appointment date & start/end times
  • date of birth
  • 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 at the bottom.

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


Delete a Chart Template

Note: The only time a chart template can be deleted is if it has not been used to chart on a client yet.

  • Click My Profile (left-hand menu)
  • Navigate to the Forms and Templates section, then Chart Templates
  • Click the button for the desired chart template, then (bottom left)

Using a Chart Template

Once the Start Charting option has been selected from the client's scheduled appointment

For standard Chart Templates:
  • Click on the Chart Entry Style drop-down menu
  • This will allow you to select from the default templates (HIPAA, SOAP) as well as your custom Chart Templates:

  • This would load your chart note template, which you can further edit and add to, modify, and review!
For HIPAA Note Templates:
  • While in a HIPAA note, below the Diagnosis Codes you'll find HIPAA Note Template
  • Choose from the dropdown which template you'd like to use
  • That template will now be loaded in the Notes section of the HIPAA Template:

  • And once selected and loaded:


Keep in mind: while editing your chart note, the auto text values will not populate on the screen (ie: the {squigglybrackets} will show up on this page).

They will not show the actual values until after you click to review the chart note (before permanently locking the note).