How to Create a Charting Template

To create a charting template to facilitate your notes taking, here are the steps to follow:

3. Click on + Add to create a blank template (in this case, skip to step 7 directly), or on Library to modify an existing file

5. Click on the template title in the list 

6. All you have to do now is Add to my Templates 

11. Click + Field to add a new field to your charting template 

Let's see the different possible actions:

D. Delete field 

Here is now a description of the different options when you want to modify a field:

C. If this box is checked, the summary field will appear in the right section of the client file, under Summary 

Here is also the description of each field type:

• Note/Notes, Reason for consultation and Follow-up: a field allowing to write free text on several lines 

  

• Checkboxes/Multiple Choices: Convenient for indicating symptoms, special conditions, medications, etc. and just having to check them off, instead of having to manually rewrite everything every appointment

  

• Multiple questions/Multiple texts and Vital signs: several questions oriented vertically or by column, with the possibility of taking notes to clarify certain details 

  

• Pain scale/Scale: to be able to request a pain rating from 1 to 10, for example 

  

• Sketch/Draw: a field to draw freely 

  

• Table and Diet: possibility of entering several data on several rows or columns 

  

• Diagram/Drawing: for an image of the human body, spine, Maigne cross, etc. Note that you can also upload your own image, by clicking on the + located to the right of the Image menu