Practice Management on Embodia - Part 1: Charting
Charting
Starting a new patient chart
Snippets for faster charting
Signing the patient chart
Adding addenda
Importing charts
Uploading files
Changing the visibility of a finalized chart
Connecting a completed questionnaire to a chart entry
Adding diagnosis codes to charts
Populating a chart entry using Artificial Intelligence (AI)
Once a chart has been finalized, you can still change the visibility of the chart so that the entire chart is visible or individual chart items are visible to the patient on their secure portal. The can then view the chart and export them to PDF if they choose.
Changing the visibility for the entire chart
For a finalized chart, you can change the share settings by going to the chart and by clicking on the Edit icon next to Info:
Then change the Visibility:
Changing the visibility for individual chart items
To change the visibility for an individual chart item, go to chart and then scroll to the bottom of the chart item. Click on the Edit icon next to Visibility:
