Creating clinical charts

Clinical charts are the medical record of what happened in the chair. Good charting protects you, speeds up the next visit, and feeds before/after timelines your patients love. This guide covers a complete chart from open to sign-off.

Start a chart from the appointment

Open the appointment and select Start Chart. Record your assessment, the treatment performed, dosing or units, and the products used. Logging products here is what links the visit to inventory, so stock draws down automatically.

Add photos and anatomical sketches

Attach before and after photos to build the patient's visual timeline, and use anatomical sketch annotations to mark injection sites or treatment zones. Photos are private and consent-gated — they only leave the record when a patient has agreed.

Route for cosign

Where your workflow or regulations require a supervising provider to review a chart, route it for cosign. The reviewer sees the full note and signs off. See Send a chart for cosign for the step-by-step.

Common questions

Can I edit a chart after it is signed?

Signed charts are part of the legal record. Depending on your settings you add an addendum rather than silently overwriting — the original stays intact for audit.

Do photos count against my storage or get shared?

Treatment photos live in a private, encrypted store and are never public. They surface only inside the record and on consented before/after exports you create.

Why did my product stock not change after a treatment?

Stock only depletes when the product is recorded on the chart with a quantity. If the units were not logged, add them and inventory will reconcile.