Clinical Documentation Software: Charting & SOAP Notes in Embodia

Getting Started with Charting

• Creating chart items
• Creating charting templates
• Introduction to Charting on Embodia
• Questionnaire and chart item question types on Embodia
• General charting settings

Charting (Documenting) Patient Visits

• Creating, signing, and updating patient charts
• Snippets for faster charting
• Importing charts
• Uploading files
• Changing the visibility of a finalized chart
• Connecting a completed questionnaire to a chart entry

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Data Management

• Exporting Patient and Practice Data

External Sharing & eFaxing

• Sharing a chart entry with an external user

Charting Supervision

• Charting supervision

Additional Charting Tools

• Documents for general information
• General actions on a patient profile
• Tasks for a patient profile

Faxing

• eFax on Embodia

AI Charting

• Customizing your AI prompts for charting