Charting Experience on Mobile Devices

The Healthie mobile app lets providers view chart notes directly from their device, making it easy to review patient documentation during home visits, in-person sessions, and on-call work. This article covers what you can view, how to navigate and filter your chart notes list, and what to expect with AI Scribe-generated notes.

How to Access Chart Notes on Mobile

• Navigate to the Clients > Select Client
• From the Client Profile > Select Charting Notes

What You Can View

From the chart notes list on mobile, you can open any chart note to review its full contents. The following information is visible for each note:

• Date & timestamp
• Note status: whether the note is signed, unsigned, locked, or unlocked
• Note content
• History log: a record of changes and activity on the note
• Signatures: any provider signatures applied to the note
• Addendums: additional entries appended to the note after the original was completed

AI Scribe Notes

AI Scribe-generated notes that have been converted to a final chart note are viewable on mobile. Notes that are still in AI draft form (not yet converted) are not displayed. When viewing a converted AI Scribe note, a visible callout will appear on the note to indicate it was originally generated by AI Scribe.

Navigating Chart Notes

Searching

Use the search field at the top of the chart notes list to find a specific note by keyword. Search looks across note names and content.

Sorting

Tap the sort control to change the order notes are displayed. Available sort options:

• Newest first (default)
• Oldest first
• Note name (A to Z or Z to A)

Filtering

Use the filter controls to narrow the list to the notes most relevant to your workflow. Filters can be applied individually or in combination.

Filter by Note Type

Shows notes of a specific type. Default is all types.

• All types (default)
• Charting note
• Program form
• Intake form

Filter by Status

Shows notes matching a specific status. Default is all statuses.

• All statuses (default)
• Signed
• Unsigned
• Locked
• Unlocked

Filter by Date Range

Shows notes created or last updated within a specific date window. Tap the date range filter and select a start and end date to apply.