Using chart notes

Chart notes let you record client information that isn’t tied to a specific appointment. They appear on the client Overview page in chronological order, based on their set date and time.

• Adding a chart note
• Editing, printing, or deleting a chart note

Note: All clinicians and the Account Owner can view, edit, and add chart notes. Supervisors can do this for their supervisees’ clients. Practice managers, practice schedulers, and practice billers can view, edit, and add chart notes with an additional permission. To learn more about additional team member permissions, see Administrative roles available for team members.

Adding a chart note

Chart notes are tied to a client’s medical record. They’re commonly used to record:

• Notes from a client phone call, email, Secure Messaging conversation, or document
• Comments about the client or appointment details
• Vitals (height, weight, BMI, blood work, etc.)
• Medication history
• Facesheet information

To create a chart note:

1. Navigate to the client’s Overview page
2. Type into the Chart Note field
3. Set a specific date and time, if necessary
   • Since the record is ordered chronologically, to pin a chart note to the top of the client's record, you can set the date to some time in the future

4. Click + Add Note

Once added, you can view the client’s chart note on their Overview page.

Note: If you’re on the Essential or Plus plan, you can save time completing chart notes with snippets and macros. To learn more, see Using snippets.

Editing, printing, or deleting a chart note

You can view a client’s chart notes on their Overview page. To edit a chart note:

1. Navigate to the client’s Overview page
2. Hover your mouse over the Chart Note
3. Click one of the following:

• Edit to update the chart note
• The print icon to print
• The trashcan icon to delete

4. If editing, click Save Note to keep your changes
5. If deleting, click Delete now

If you’re not able to view or choose one of these options, make sure that you’re viewing the client's Overview page in Excerpt View, not List View. To change the view, click the Excerpt View icon below the Chart Note field. 

Note: Chart notes can’t be signed or locked. If you need a signed version, you can add the note as an other document to e-sign it. To learn more, see Adding other documents.