Chart Note Status

There may be instances in which you'd like to double-check that a chart note has been written for each appointment on your calendar. This is useful, for example, if: 

• You take insurance, and need to confirm that for auditing purposes, each session has its own chart note
• You have back-to-back clients and would like to run through your schedule at the end of the day, to follow up and add chart notes for each client

Healthie makes it easy to track which sessions you have completed charting for vs. those that still need to be done. 

You can access this feature within your Calendar > Appointment Session. Here is information on how this works:

• If you have created a chart note for an appointment, under the Documentation section of the Appointment Details you will see a link with the note name. If you click the link, you will be taken to the chart note.
• If you have not created a chart note for an appointment, you will see a Create Note button which you can click to create a new chart note.
• The Appointment Report also includes a column "Chart Note Written" with Yes/No