Practice Management on Embodia - Part 1: Charting - Using pre-built charting templates

Charting templates include a collection of chart items frequently used together. For convenience, Embodia has created numerous charting templates. 

You can also create your own, as outlined in the help article, Creating charting templates. 

To access the pre-built chart templates, go to the Templates page by clickking on the Settings tab in the top nav bar, and then on Templates under the Charting settings section. On the templates page, click on Browse pre-built templates:

Select the template you would like to use for your account from the list of pre-built templates.

You will then be able to edit the template and preview it.

You can:

• Rearrange the order of items in the template by clicking on the 3 lines beside the chart item name (#1 in image below),
• Delete the chart item from the template by clicking on the red trash bin (#2 in image below),
• Add additional chart items by clicking on Add a chart item (#3 in image below), and
• Preview the template by clicking on Preview (#4 in image below).