Practice Management on Embodia - Part 1: Charting - Creating charting templates

If you frequently use the same collection of chart items in your patient charts, you can group them together under a Template, and select it when creating a new chart to automatically include all its items in the chart.

You can also use Embodia's pre-built charting templates as outlined in the help article, Using pre-built charting templates.

Note: If you are signed in as the clinic manager, you will have the option to create charting templates "For the clinic account" that can be accessed by anyone who is part of your clinic, or "For my personal account" that will be private to you. If you are not the clinic manager, you can only create charting templates for your personal account.

To create a chart template, click on the Settings tab in the top nav bar, and then on Templates under the Charting settings section. On the Templates page, click on New template.

Building the template

After clicking on New chart item, fill out the form with the name of the template and click on Submit. In the template page, click on Add a chart item and then select which chart item you would like to add to the template.