Enable "pre-fill" on chart notes

As you are charting on the same client over multiple sessions, you may want fields from your charting template to pre-fill from previous notes you have taken on a client. This can be useful for automatically seeing previous notes you have taken on a client, as well as building on previous chart notes in a follow-up session, as opposed to starting from scratch, which can save you time while charting on clients. 

If you'd like chart notes on a client to populate information from intake forms, please use Smart Fields. 

Turn on Charting Pre-fill

Navigate to Forms > Charting. Select the charting template you'd like to enable Pre-fill for, and toggle "Pre-fill" on. 

Using Pre-fill Chart Notes

• When pre-fill is enabled for a charting template, by default, your charting note for a specific client will pre-fill from a previous session. The form will pull from the latest charting note for that patient using the same template. You are then able to build on top of or edit these previous notes. The edits that you make to the most recent chart note will only affect the CURRENT note, and will not affect previous notes.
• When a form has pre-fill enabled AND has copied fields:
  • If a patient does not have an existing charting note using the same template, its copied fields will pull information from the latest charting note sharing the copied fields.
  • If a patient has an existing charting note using the same template, the form will pull information from the latest charting note using that same template.
• At this time, it is not possible to select only specific questions within a Charting Template to pre-fill into your Charting Template. 
• Currently, Pre-fill is not available on Healthie's included ADIME note. So, if you would like to use "pre-fill" please create another charting template. 
• Pre-fill won't apply to a charting note that's used for a group session.

Have one template fill into another template

For example, here we clicked on Copy for the question "Subjective". You will notice that it will copy the question and place it under the Copied category below Question Bank.

To add a copied question to a different charting template, next select a charting template that you already have in Forms. If you want, you can build out a new charting template. Here is information on how to Create and Modify Charting Templates.

When creating a new charting template, you will change the Question Bank selection from Default to Copied. There you will see all of the questions you copied, and you can click and drag those questions to the middle of the form to build out your template.