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The Chart Note is the essential workflow for a provider in Insights. This section covers its notable features and configuration options. At a high level, a Chart Note is made up of Dynamic Templates and Sections that let you set up a note to match your specific workflow.

Fundamental components of a Chart Note

  • Plan of Care
  • Measurements
  • Goals
  • Treatments

Setting up Chart Note preferences

When you open a Chart Note, you’ll see a set of buttons for configuring its base setup. Chart note with the setup buttons along the top Use these controls to choose which sections appear, apply a template, and tailor the note to your visit type. From here you can: