Charting Options

Look no further: change and manage your default charting options and settings here!

Prefer to chart your notes elsewhere, like on paper or another secure solution? We have you covered! Read on for more details.


In this Article:

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:


  • Click your name (top right menu)
  • Click (dropdown menu)
  • Click Templates (top tab)
  • Find the bottom section Chart Options and click (top right)
  • Change the option Set Require chart notes for each appointment? to No
  • Click

As a provider you will no longer see the prompt to ‘chart session’ on the appointment summary page.

You can still manage the financials of any appointment (accept payments, start billing, or generate a claim) by going to the Calendar and clicking on the appointment, loading a popup:

Turn Charting On

Note: This feature is enabled by default. You should only need this if you disabled charting previously.
  • Click your name (top right menu)
  • Click (dropdown menu)
  • Click Templates (top tab)
  • Find the bottom section Chart Options and click (top right)
  • Change the option Set Require chart notes for each appointment? to Yes
  • Click

From here we strongly suggest reviewing the following articles:

Change Default Chart Template

If charting is enabled, you can set the default chart template type here:

  • Click your name (top right menu)
  • Click (dropdown menu)
  • Click Templates (top tab)
  • Find the bottom section Chart Options and click (top right)
  • Change the option Default chart note style
  • Click

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