Getting Started: Charting Within Healthie
Healthie's Charting feature (EHR) allows you to electronically take notes on clients in an organized way, using customized templates that also allow for automations like pre-fill and incorporation of intake form answers into charting templates. You are able to easily view an archive of client charts, E-fax them to other healthcare professionals, and quickly export information into Superbills and CMS 1500 forms for easy billing.
Within Healthie, charting notes are private unless shared with a client.
If you're new to Healthie Charting, join our free weekly Live Class that covers charting. Find a class.
In this article:
Overview of Healthie EMR
Healthie's EMR platform enables clinicians to:
- Take notes on clients during or after a session
- Build customizable templates leveraging smart fields to tie intake forms to charting templates, and pre-filling fields from previous notes and/or metrics
- Share chart notes with other providers via HIPAA-compliant E-fax,
- Optionally share parts or all of a chart note with clients
- Create group charting notes.
- Ensure that notes auto-save while clinician charting is in progress
Create a New Chart Note
To create a new client chart note, navigate to your client's profile within Healthie.
Note: the option to create or view charting is not available in the mobile app. Charting can only be accessed from the web browser.
View Past Chart Notes
You can view an archive of your previous chart notes by navigating to the charting section of your client profile and clicking "View Chart Notes." You'll also see a "Provider" tab if you'd like to filter by Provider when viewing a specific note.
This view will allow you to see all past chart notes written for your particular client. You can filter charting notes to locate a specific note, based on the filter options:
Charting Note Type:
- All Types
- Charting Notes
- Intake Forms
- Program Forms
Chart Note Status:
You can select a chart note from the list and perform several actions. These actions can be accessed by clicking the visible action buttons, or by clicking "More" on the top-right.
Actions your can perform on a completed chart note:
- Edit your chart note
- Send as an E-Fax
- Generate chart note as a PDF
- Create as a Superbill
- Export to a CMS 1500 claim
- Delete your chart note
View Multiple Chart Notes at Once
You also have the ability to have multiple charting tabs open simultaneously within the same charting session. This will allow you to toggle between different notes or intake forms (ie. a new chart note and past notes) for more efficient charting and workflows. You can open a new charting tab whether you are currently writing a new note or previewing a note.
Follow these steps to open multiple chart notes at once
Edit or Delete a Chart Note
To edit a chart note, navigate to your client's profile > Charting > View Chart Notes. Select the chart note from the left side-panel and then click the Edit button.
To delete a note, navigate to your client's profile > Charting > View Chart Notes. Select the chart note from the left side-panel and then click More on the top-right (next to Edit) and choose "Delete Charting Note" from the options. Once this action has been performed, your deleted chart note cannot be recovered.
Export a Chart Note
Once you are done writing a chart note, there are several next steps you may want to take as part of your workflow, including connecting your chart note to your billing or sharing your note (ie with other members of your client's care team). You can access these features in two ways:
- Directly within the active charting area (click the More option on the top right)
- Review your note by going to the "Charting" section of your client profile > View Charting Notes > More
Export to a Superbill or CMS 1500
You are also able to export Chart Notes directly into your Superbill or CMS 1500 for efficient completion. Client information automatically pre-populates into the form, for streamlined creation and submission. Find more information on Superbills and CMS 1500s via Healthie.
Export as a PDF
You may want to save a copy of your charting note (or several charting notes) to provide to your client at their request, or to communicate with other care team members (internally or externally). You can generate a PDF for a specific charing note following the step-by-step guidance outlined here.
E-Fax a Chart Note
Once you are done writing a chart note, there are several next steps you may want to take as part of your workflow, including connecting sharing your chart note via E-Fax. You can find the "E-Fax" option in two ways:
- Directly within the active charting area (click the "More" option on the top right")
- Review your note by going to the "Charting" section of your client profile > View Charting Notes > "More"
On the page where you can view all past charting notes, pressing the "Send Fax" button will enable you to select multiple notes to include in a single fax:
Download a Summary of Your Client Chart
There may be several reasons that you are looking to export or transfer business and client information from the platform.
If you'd like to download (and share) a complete record of your client's chart notes and intake forms, you have the option to do so within charting. More information can be found here: Export or Transfer Client Data
Share a Chart Note with a Client
You are also able to share a charting note’s content with your client, and include the whole note, or specific sections of a note, and have that content added as a PDF in the client’s Documents within your Healthie account.
More information on how this works is available here: Share chart note with a client
Freeze a Chart Note (In Development!)
Some healthcare companies consider it to be a compliance issue when it is possible to edit a charting note that has been signed. In this case, the signing of a charting note signifies that the provider has completed their documentation for the appointment, and any additional changes to that documentation (i.e., the charting note) should happen via addendums.
Currently, it is possible to edit a charting note after the charting note has been signed. Not only can the provider who wrote the charting note do this, but also any other member of the provider’s Organization who can access the charting note.
As of now, the only way to prevent the editing of a signed charting note is to lock it, but this is not enough for organizations that have a co-signing protocol. When there is a co-signing protocol, multiple providers need to sign a charting note, and only the supervising provider is supposed to ‘lock’ the charting note (after they have reviewed and signed it).
The objective of this feature is to better support our more clinical customers, while maintaining the flexibility that currently exists for less clinical customers who do not wish to apply this kind of restriction.
Navigate to Settings > Charting, and you will see a permission titled "Freeze signed chart notes" which is default turned OFF.
Additional Resources
Attend one of our weekly live classes for a deep-dive walkthrough of Healthie's EHR feature. Learn how to onboard clients with intake forms, streamline your charting workflows, and share your chart notes. Sign up for a Live Class here.