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How to use snippets in Charts and Comm Log.

Using Snippets

Upload Past Medical Records

Start a Chart Document

Document Diagnosis/Problems

Document Client Communications

How to capture client consent on documents.

Capture Client Consent on Documents

Creating and completing charts, assessments, and other clinical documents during a patient encounter

Clinical Documentation

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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