Modify Charting Templates

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. 

As part of setting up your Charting system within Healthie, you are able to create custom charting templates, as well as modify existing templates that are available to you within Healthie. Moreover, you can set a default charting template if you have several that you'd like to use, and add e-signature and metrics fields to your template as well. 

Modify an existing charting template

You can view existing charting templates by navigating to Forms > Charting. In order to edit a charting template:

• Click on the [...] icon for the desired charting template
• Select the Edit option
• Your changes will save automatically

Set a default charting template 

Your default charting template is the one you will see by default when you create a new chart note on a client. We recommend setting your default charting template as the template you use most frequently during your sessions. You can select your default chart note in your account settings -- navigate to Settings > Charting > Edit and you will see a drop down of all possible charting templates that you are able to set as default. 

Delete unwanted charting templates

If you would like to delete unused charting templates, navigate to  Forms > Charting. Click on the [...] icon for the template that you'd like to remove and select Delete.

Please note that you will not be able to recover this charting template that you have deleted, but you will still be able to view created charting notes that have been created with this template. Deleting the template will not affect or modify existing chart notes of this template. 

Additional Resources

You can watch pre-recorded training videos at Healthie University here. Walk through the charting feature with our team, and set up your charting templates and workflows as you follow along. 

Learn more about setting up your account and making the most of the Healthie platform by joining us in a Healthie Live Class.