Templates you design
Build a note template once (sections, questions, field types) and reuse it for every matching visit. No two clinics chart the same way.
Build your own note templates once, then fill them in fast at every visit, or skip the template entirely and write free-text when that's all a visit needs.
Note templates
To visit or case
Body chart fields
Build a note template once (sections, questions, field types) and reuse it for every matching visit. No two clinics chart the same way.
A quick phone call or a one-line progress update doesn't need a full template: write it straight, with just a title.
Templates can include a body chart field directly in the note: mark up a diagram as part of the same entry, no separate tool to open.
Link a note to the appointment it was written for, or write one with no appointment attached: the chart supports both.
If you're tracking an episode of care, notes can be grouped under that case, so a course of treatment reads as one continuous story.
Choose per template whether patient address, date of birth, Medicare number, and reference number appear when a note is printed or exported.
Start a 30-day free trial, custom templates included, no credit card.
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