Charting & notes

Note templates, AI-drafted notes, signing, amending, sharing and procedures.

7 articles

Building note templatesBuild reusable note skeletons with placeholder syntax, or import from the 18-template library — SOAP, DAP, intake, and referral letters.4 min read

Reviewing and signing an AI-drafted noteCreate a note from a template or a past note, review and edit Ona's draft, then sign it. You can also share a signed note with the patient or export it as a PDF.9 min read

Correcting a signed noteLearn what signing locks on a clinical note, how to correct a signed note with an amendment, and what history and sharing actions remain available on the patient chart or visit.7 min read

Exporting and sharing notesExport signed notes as PDFs, fax them when faxing is enabled, share notes with the patient portal, and create an After Visit Summary PDF from a visit.5 min read

ProceduresRecord procedures for a patient or visit, add CPT codes, images and injection site maps, and complete, stop or archive procedure records.8 min read

Co-signing a noteAdd your signature to an already signed note and review the signature list from the note panel.3 min read

Reviewing AI revisions and proposals in a noteReview Ona's proposed note changes before you save or sign. Retry empty AI fields, regenerate or polish text, ask Ona about selected text, and keep or discard each proposal in a draft note.7 min read

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