Getting Started: Charting within Healthie

One of the core features of Healthie is a HIPAA-compliant Electronic Health Record (EHR). Healthie's charting system allows providers to take notes on clients during or after a session, build customizable templates, and share chart notes with other providers via HIPAA-compliant E-fax. Additionally, Healthie helps providers streamline charting workflows for group appointments, with the ability to create group charting notes

As a cloud-based EHR, you are able to log into your Healthie provider account from anywhere to access your records, without putting your client's private health information at risk. Find more information on Healthie's security

If you're new to Healthie Charting, join our free weekly Live Class that covers charting. Find a class.

IN THIS ARTICLE:


Create a New Chart Note

To get started with a new client chart note, you can navigate to your client's profile within Healthie. Find more information on how to create your new note, and to find suggestions for charting workflows. Create a New Chart Note

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." If you a part of a multi-provider organization, 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 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:

  1. Directly within the active charting area (click the More option on the top right) 
  2. 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). While you have the option to E-Fax your chart note, you can also create your note as a PDF document. 

You can export a PDF with all of a client's charting notes by pressing the Generate PDF button, after which you'll see a checkbox for each note that you can select to be included in the PDF. You can also generate a PDF for an individual note via the "More" menu:


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:

  1. Directly within the active charting area (click the "More" option on the top right") 
  2. 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.

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More information on how this works is available here: Share chart note with a client


Additional Resources

You can watch our prerecorded video on Healthie Charting here. Walk through the charting feature with our team, and set up your charting templates and workflows as you follow along. 

Prefer to learn live? 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

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