Chart Notes Import

Mary Jane -

Chart notes are important to your practitioners, they guide assessments and treatments with the documentation of past appointments.

Use the Chart Notes Import to mass upload all your existing chart notes.



Go to the System Settings module, then click on Chart Notes listed under the Import heading.


You will then see the following list of filed options.


Fill out a Microsoft Excel file and save as (.xlsx) or (.csv).


Click on the choose file button and select the file from your local computer. Then click on the import button in the bottom right-hand corner.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk