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Charting

  • Chart Sharing
  • Client E-signing Treatment Plan
  • Charting Options
  • Treatment Plans
  • Adding Addendums On Locked Chart Notes
  • Start Charting
  • Couple or Family Charts
  • Creating Custom CPT Codes
  • Print/Release Client Records
  • Group Therapy Sessions: Creating, Scheduling, Charting, Payments
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  • End of Day in 2.0
  • Fax Referral Source
  • Quick Note vs. Progress (Session) Note
  • Writing a Quick Note
  • Chart Note Templates
  • Two Primary Insurance Policies
  • Client Profile: Records
  • Charting a SOAP Note
  • Legal Guardian
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