Charts
- How do I export an invoice to PDF?
- How can I easily see which patients I haven't seen recently?
- When creating an invoice, why is the "Create+Send" button grayed out?
- I can't find my note, what do I do?
- Oh no, my draft disappeared! What happened?
- How do I use the chart finder?
- Is there a preloaded list of medical diagnoses we can use even if I am a therapist and not a prescriber?
- How do I give my patients full access to their designated record set?
- What are patient/client ID numbers?
- How do I create a note from the dashboard?
- How can I link/unlink a note from an appointment?
- How can I administer a rating scale while I am composing a note?
- How do I respond to a request for data deletion?
- How do I enter and track vitals?
- How can I select the branch that is displayed in the patient portal?
- How can I check for duplicate charts when creating a new chart?
- How do I give family members full access to the patient/client’s designated record set?
- Where can I store the PDF file of my exported charts that is safe and secure?
- How do I select a branch when billing from a note?
- How can I select a branch on my patient's insurance claim form?