Practice Management on Embodia - Part 1: Charting
Practice Management on Embodia - Part 1: Charting
This guide includes
The instructors
Overview
This guide explains how to use Embodia’s clinical documentation software to create, manage, and organize patient charts within your clinic. Learn how to complete electronic charting, write SOAP notes, and maintain accurate clinical documentation for patient visits.
Embodia’s documentation tools help rehabilitation clinics streamline patient charting, track treatment progress, and maintain organized electronic records within a secure practice management platform.
Follow this step-by-step guide to set up efficient electronic charting workflows for clinics using Embodia.
In This Guide
This guide covers the key steps required to set up and use clinical documentation in Embodia:
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Getting started with charting and clinical documentation
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Creating and managing patient charts
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Writing SOAP notes and clinical visit notes
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Using charting templates for faster documentation
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Managing patient chart history and records
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Tracking treatment progress through documentation
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Collaborating with practitioners on patient charts
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Organizing documentation workflows for your clinic
Follow the individual guides to configure charting for your clinic. Several video tutorials are included to help you implement each step.
Who This Guide Is For
This guide is designed for rehabilitation clinic owners, administrators, physiotherapists, chiropractors, and other healthcare practitioners who want to manage patient documentation using Embodia’s electronic charting for clinics.
Embodia’s physiotherapy and rehabilitation documentation software helps clinics maintain structured patient records, streamline SOAP note creation, and improve clinical documentation workflows while reducing administrative overhead.
The instructors
Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.
We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.
Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.
We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.
Material included in this guide
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Getting started
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Introduction
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Creating chart items
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Creating charting templates
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Questionnaire and chart item question types on Embodia
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General charting settings
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Charting
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Starting a new patient chart
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Snippets for faster charting
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Signing the patient chart
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Adding addenda
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Importing charts
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Viewing consults that are missing a chart
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Uploading files
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Changing the visibility of a finalized chart
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Connecting a completed questionnaire to a chart entry
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Adding diagnosis codes to charts
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Adding Superbill procedures to charts
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Adding due dates to a chart entry
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Tasks in a patient chart
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AI Charting
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Video tutorial: Introduction to AI Charting
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AI Charting: Populating a chart entry using Artificial Intelligence
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Customizing your AI prompts for charting
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Exporting data
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Exporting your patients' list, summary of consults, and patient invoices
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Exporting patient data
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External sharing
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Sharing a chart entry with an external user
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Faxing
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Enabling faxing on your Embodia account
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Sending a chart entry via fax
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Managing the fax recipients list
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Charting Supervision
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Enabling the charting supervision feature
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Using the charting supervision feature
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General documents and actions
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Documents for general information
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General actions on a patient profile
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Tasks