Practice Management on Embodia - Part 1: Charting

Charting templates include a collection of chart items frequently used together. For convenience, Embodia has created numerous charting templates. 

You can also create your own, as outlined in the help article, Creating charting templates. 

To access the pre-built chart templates, click Charting > Charting settings > Choose *For my personal account or For the Clinic account > Templates tab > Browse pre-built templates:

*Note:  'For the clinic account' means that the other practitioners in your clinic (or future practitioners, if your clinic grows) will also have access to them. Anything created under 'For my personal account' will remain private to you alone.

Select the template you would like to use for your account from the list of pre-built templates.

You will then be able to edit the template and preview it.

You can:

• Rearrange the order of items in the template by clicking on the 3 lines beside the chart item name (#1 in image below),
• Delete the chart item from the template by clicking on the red trash bin (#2 in image below),
• Add additional chart items by clicking on Add a chart item (#3 in image below), and
• Preview the template by clicking on Preview (#4 in image below).