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 & Charting Templates
- Incorporate Metrics into Intake Forms & Chart Notes
- Store and share a document with Client PHI in Healthie
- Group Charting Notes
- Share a chart note with a client
- Quick Profile & Quick Notes
- Switch a charting template to an intake form
- Add an E-Signature to Client Forms or Chart Note Templates
- Client Allergies, Sensitivities, and Food Preferences
- Keeping Track of Sent Client Notifications
- Anatomical Charting
- Gender, Gender Identity, and Pronouns
- Lock & Timestamp Chart Notes or Add an Addendum
- Getting started: Client groups
- Client Medication History