Skip to main content

​
Definitions: Chart Note Templates

Templates are the building blocks of your clinical notes. Each template is a **section **within your Chart Note (e.g., Plan of Care, Goals, Measurements, Treatments, Medications).You can also create custom sections for your own questions under Subjective, Objective, Assessment, or Plan. Templates are designed to be general so they can be reused across many appointment types.

​
Definitions: Appointment Types

Appointment types are the frameworks for your visits. You can mix and match templates and their order to create the exact chart note you want for each type of appointment.We recommend creating general Appointment Types that can be used across use-cases. E.g. A general Initial Eval note can be customized for a Hip Injury case by creating custom groups for Hip injuries within Measurements, Treatments, Interventions or Text Snippets.

​
Appointment Type Management

You can create and manage custom appointment types, each with its own settings, clinical note structure, and optional CPT codes.Appt Types WebWe have 16 consistent colors, making it easier for users to differentiate appointment type colors:Colors Calendar Web

​
Custom Appointment Types

  • Navigate to the Preferences tab in the left navigation pane and open Appointment Types.
  • Click + Appointment Type in the top-right corner or click on the pencil icon to edit an existing appointment
  • Enter the Name, Duration, and Color for the appointment type.
  • Select the sections to include (and their order).
    • You can choose to make them available for the Scribe to write into.
    • If you include Measurements, you can set default measurements to auto-populate whenever this Appointment Type is scheduled.
  • (Optional) Sync duration with in-clinic time (the time spent with the patient in-clinic will be reflected on the Calendar)
  • (Optional) Assign CPT codes that will auto-populate for this appointment type.
  • Select a default clinical note type, then click Create.
  • You can edit or delete appointment types from the same tab at any time.
Note: Sections can be either Default (pre-built by Athelas) or Custom (templates created by your practice).Note: For Clinical Note Types beyond the Initial Evaluation, you can configure which Sections should carry over. For example, Measurements may be excluded in follow-up visits if not needed.Appt Type Web