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Charting Options
Need to manage chart option settings?
Easily determine the requirements for charting notes, as well as opting for a default chart style with your provider settings.
Turn Charting On
⚠️ Note: This feature is enabled by default. You should only need this if you disabled charting previously.
To re-enable charting, go to:
- My Profile (left menu)
- Under Chart Options select
- Set Require chart notes for each appointment? to Yes
- Determine additional settings, such as the default chart style
- Click when complete
⚠️ Note: From here, we strongly suggest reviewing this article:
Start Charting
You can also review our other article related to charting: Chart Note Templates
You can also review our other article related to charting: Chart Note Templates
Turn Charting Off
In cases where you may not use TherapyAppointment to manage session records, there is an option to turn off charting. This can be useful when you prefer something like paper records.
To manage this, go to:
- My Profile (left menu)
- Under Chart Options select
- Set Require chart notes for each appointment? to No
- Click when complete
As a provider you will no longer see the prompt to ‘chart session’ on the summary page.
You can still manage the financials of any appointment (accept payments, start billing, or generate a claim) by going to the Schedule and clicking on the appointment, loading a popup:
