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Charting & notes

Templates, note signing, and chart configuration.

4 articles

Choosing your charting sectionsChoose which of the nine charting sections appear on patient records and visits, so unused sections stop being clutter.2 min read

Building note templatesBuild reusable note skeletons with placeholder syntax, or import from the 18-template library — SOAP, DAP, intake, and referral letters.3 min read

Reviewing and signing an AI-drafted noteGenerate an AI-drafted note from a template, edit the draft, and sign it — what filling placeholders needs, and what signing locks.3 min read

Correcting a signed noteSigned notes lock by design. What the lock covers, why there is no edit button, and the right ways to correct the record.3 min read

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