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.
Create custom chart note Templates
- From the left navigation menu, go to Utilities → Templates.
- On the Templates page, search or filter to find existing templates.
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To create a new template, click + Create New Template in the top-right corner.
- Title your template at the top.
- Drag and drop components from the left-hand panel to the right to build your template.
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Once your form is complete, select the type of template (EHR Chart Note or Patient Intake Form) and click Save.
Single Choice
Single Choice
Ask a question with one selectable answer.
Short Answer
Short Answer
Accepts short, typed responses.
Multiple Choice
Multiple Choice
Ask a question with multiple selectable answers.
Paragraph Answer
Paragraph Answer
Accepts longer, free-text responses.
Yes/No Question
Yes/No Question
Provides a binary choice.
Number Answer
Number Answer
Accepts numeric input.
Rating Question
Rating Question
Collects a rating (e.g., 1–5 scale).
Table Answer
Table Answer
Displays responses in a table format, with columns added using the + button.
Date Question
Date Question
Accepts a date input.
Text Box
Text Box
Only available for patient intake forms (not EHR templates).
Add Custom Compliance checkmarks
How to create a Compliance Checkmark
- Go to Utilities → Templates → open the template you want (or click + Create New Template).
- Locate (or add) a question where you want the checkmark to apply. Compliance checkmarks can be configured for Short Answer and Paragraph type questions in templates.
- Click + Add Trait → Name the checkmark
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Add a Yes/No prompt that states the requirement you want to verify, e.g.:
“Does the text list prior medications?” - Click Save
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As providers fill out notes, the system will automatically check off each compliance requirement when the information is detected.
- Symptoms – Does the note list the patient’s symptoms?
- Medications – Does the note mention prior or current medications?
- Date of Onset / Chronicity – Does the note state when the condition began or whether it is chronic?
- Mechanism of Injury – Does the note describe the physical forces that caused the injury?
- Prior Level of Function – Does the note include details of the patient’s baseline (e.g., “walking 10,000 steps per day before injury”)?
- Body Part Injured – Is the affected body part identified?
- Functional Limitations – Does the note describe what the patient is unable to do (e.g., “unable to walk without assistance”)?
Create Custom Preferences
Measurement PreferencesOrganize measurements into intuitive collections of Categories (_e.g. Range of Motion, Strength) _and Groups (e.g., Ankle ROM).
- Add, edit, or delete measurements and groups.
- Assign measurements to groups.
- Nest groups up to 2 levels deep.
- Open Preferences from the left navigation bar
- Click on the Measurements tab
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Click Add New Measurement to create a new measurement and configure its response fields.
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Text Type: Fields appear as single-line entries (best for a few simple measurements).
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Table Type: Fields are displayed in a table format (best when comparing bilateral values, e.g., left vs. right knee).
- From the left navigation menu, go to Settings → MyPractice.
- Select Treatments from the top bar.
- Add new treatments or configure existing ones as needed.
Add Custom Text Snippets
You can view, add, customize, and delete text snippets.
- Open Preferences from the left navigation bar
- Click on the Text Snippets tab
- Click Add Text Snippet to create a new snippet.
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You can also create custom group of text snippets.
