Charting & Client Profile
Take notes electronically; build custom templates or use existing; E-fax to others
- Getting Started: Charting within Healthie
- Create and modify Charting Templates
- Chart note written / not written feature
- Edit a previous chart note
- Enable "pre-fill" on chart notes
- "Smart fields" to connect intake forms and charting templates
- Incorporate Metrics into Intake Forms & Chart Notes
- Store and share a document with Client PHI in Healthie
- Share a chart note with a client
- Quick Profile & Quick Notes
- Switch a charting template to an intake form
- Adding E-Signature to Chart Note
- Client allergies, sensitivities, and food preferences
- Keeping track of sent client notifications
- Anatomical Charting
- Gender and Gender Identity
- Locking Chart Notes
- Getting started: Client groups
- Client Medication History
- Tracking Client Source