Notes & Charting
Chart it once, in the visit, not tonight.
Record what you find during the appointment with a tap, and it waits for the note. The note opens beside the client's history, with what they filled in before the appointment ready to draw in.
Beyond the basics
What the note already knows.
Templates, a place to type and a signature at the end: every system has them. This is what ours adds.
Charted with a tap
Record it in the appointment. It goes into the note.
What you record while the client is with you, and what they filled in before the visit, waits for the note. One press draws it in, as its own part.
Findings, tests, forms, questionnaires and trackers all work the same way. Nothing is pre-filled, and nothing is judged for you.
Memory of Care™
A note that knows the history.
The note opens beside the client's arc: their previous notes, every visit booked ahead across the practice, and their care plan. What they already gave you, like forms, questionnaires, trackers and test results, waits in a column beside the note, ready to draw in.
The life of one note
Follow one note from the appointment to the record.
One visit's note: what you record while the client is with you, how it gets into the note, and where it lives afterwards.
Toolkit · the appointment
Around the appointment, you record with taps.
What you find and what you test are recorded as you go, and so is what the client filled in before they arrived. It all attaches to the appointment straight away, and no note is needed yet.
Clinical Care › Chart Notes
The visit ends, and the note is owed.
A note is owed only for a visit that happened. The Board shows how the whole practice is keeping up: what needs a note, what is in draft, and what is signed.
Chart Notes › The Note
What you recorded is waiting in the note.
The note opens with the visit type's template. The lines you inserted are already in it. The tests you recorded are one press away, and so are the techniques you picked. The arc beside it shows last time and what is booked next.
Practice Assist™ · Clipboard
Assist takes the first pass, and keeps your clips.
Save Practice Assist™'s write-up as a draft on the visit; nothing enters the record until you sign it. Anything you clip from your tools waits on its Clipboard for the client's handout or message, with its source.
Chart Notes › The Note
You sign it, and it is fixed.
Signed, the note is read-only. A correction is added below it and never replaces what was there. Two notes on one visit read and print as one document, with one signature.
Clients › Chart notes · the client portal
It lives with the client.
There is no note library. Every note is found through its client, newest first. The client never sees your note. They see the plan you share with them.
Made for nutrition
Charted with what they actually ate.
The plan, what the client logged against it, and their trackers, all beside the note.
Try it on a real week
Chart one real visit. Tap it, don't type it.
Start a free trial and chart next week's visits in it, or book a demo and chart a visit with someone who knows the work.
Where the note goes next.
The visit the note belongs to, and the type that brings its template.
The forms and questionnaires the note draws in.
Caseload, Chart Notes and care plans, where the clinical work lives.
The history every note is written inside.
The assistant that drafts, and never signs.