Letters, records, and chart search

Open a client's profile and choose Charts. Practitioners who see the client, owners, admins, and managers can use these tools.

Chart summary and search

The chart summary shows visits, plans, scores, and recent notes on one page. Search looks through notes and addenda for a word.

Letters

Choose Letters, pick a template, check the wording, and save. Templates include visit verification, letter of medical necessity, return to work, and a thank-you for a referral. The letter is saved to the client's Files.

Records release

Records release makes a PDF of the chart for a date range, ready to send to another provider or the client. It is saved to Files too, and the release is recorded in the audit log.