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Patient chart, notes and charge slips

In this section, you'll find articles on note templates, creating your first note, and ensuring your notes are tied charge slips.

  • How to send documents to patients
  • Charge slip troubleshooting
  • Updating a patient chart (initial visit)
  • Documentation overview
  • Overview of a patient chart
  • Create and sign a charge slip
  • Charge slip status
  • Viewing outstanding documentation
  • Fixing mistakes on notes
  • Writing your notes while conducting a session
  • Link multiple notes to a session
  • Missed appointment notes
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