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Charting & notes

Templates, note signing, and chart configuration.

4 articles

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

Building a note templateBuild 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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