Practice Management on Embodia - Part 1: Charting

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Charting

Starting a new patient chart

Snippets for faster charting

Signing the patient chart

Adding addenda

Importing charts

Uploading files

Changing the visibility of a finalized chart

Connecting a completed questionnaire to a chart entry

Adding diagnosis codes to charts

AI Charting: Populating a chart entry using Artificial Intelligence

Adding due dates to a chart entry

Tasks in a patient chart

To use the tasks feature in patient charts, the clinic manager would first need to enable tasks in patient charts. They can do so by following the steps outlined in the general chart settings.

Once enabled, you will be able to add tasks to the chart, under the Tasks section. You can check the checkbox next to the task to mark it as complete.

Adding tasks to patient charts

Please note that these tasks are private and not visible to patients if you chose to make the chart entry visible to them.

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