> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started with Chart Notes

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.

<img src="https://mintcdn.com/air_athelas/EOSU2-xYM7ToxOAX/images/insights_provider/chart_notes/getting_started_with_chart_notes/getting_started_with_chart_notes_1.png?fit=max&auto=format&n=EOSU2-xYM7ToxOAX&q=85&s=61fd0e7c11b38e98755255c26a7e3af1" alt="Chart note with the setup buttons along the top" width="2490" height="1042" data-path="images/insights_provider/chart_notes/getting_started_with_chart_notes/getting_started_with_chart_notes_1.png" />

Use these controls to choose which sections appear, apply a template, and tailor the note to your visit type. From here you can:

* **Navigate the note** — see [Navigating the Chart Note](/insights_provider/chart_notes/navigating_the_chart_note).
* **Apply a custom template** — see [Set up Custom Chart Note Templates](/insights_provider/chart_notes/set_up_custom_chart_note_templates).
* **Add measurements** — see [How to Add Measurements](/insights_provider/chart_notes/how_to_add_measurements).