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You know the feeling. 

You've just finished back-to-back client sessions, and instead of heading home, you're staring at a stack of incomplete chart notes.

Hours stretch ahead as you hunt through intake forms, trying to remember what your 2 PM client said about their sleep patterns.

Sound familiar? You're not alone.

Many healthcare providers spend more time on documentation than they'd like—time that could be better spent with clients or, let's be honest, having a life outside your practice.

The good news? Charting doesn't have to consume your evenings. With the right strategies and tools, you can transform your documentation from a time drain into a streamlined process that actually supports better client care.

Here are actionable ways Healthie’s EHR software can simplify your charting process and give you some time back. 

Use Smart Fields to Connect Intake Forms & Charting Templates

Smart Fields are automated fields that sync intake form responses directly to a client’s profile and relevant charting templates. When clients fill out details like their medications or personal information during the intake process, Smart Fields automatically populate this data across the platform. 

Benefits of Smart Fields 

• Time-Saving Integration: Avoid redundant data entry by having client information automatically flow from intake forms to their profile and chart templates. 
• Improved Accuracy: Reduces the chances of manual errors or omissions. 
• Comprehensive Data Sync: Information like medications, allergies, or demographics becomes instantly available in client profiles, charting notes, and billing forms. 

Practical Use Case for Smart Fields 

Imagine you’re onboarding a new client. They complete an intake form, providing personal details like their address and medical history. Leveraging Smart Fields, this information is linked directly to their profile and even pre-populates sections of your charting notes. This eliminates the need to search through forms and ensures consistent data across all records. 

Understanding Copied Fields in Healthie’s EMR

Copied Fields, on the other hand, are designed to pull the most recent responses to specific questions across multiple forms, like intake forms, charting templates, or program forms. Unlike Smart Fields, Copied Fields don’t sync with the client’s profile but instead pull data from the last form where the information was entered. 

Benefits of Copied Fields 

• Cross-Form Continuity: Automatically pulls responses from previously completed forms, saving time when asking recurring questions. 
• Customizable Workflow: Ideal for questions or information that doesn’t need to be permanently stored in the client’s profile. 
• Dynamic Updates: Ensures your forms reflect the most up-to-date responses every time a client completes a session or program. 

Practical Use Case for Copied Fields 

Consider a follow-up form asking about a client’s biggest complaint. Copied Fields allow this question to pull the most recent response from previous forms, saving you and the client time when updating this information. Whether it’s a follow-up session or a new program, you’ll always have the latest data at your fingertips. 

Last Thought 

Streamlining your charting doesn’t have to be a massive overhaul. By connecting intake forms to chart notes, customizing fields/templates, documenting in real time, and leveraging modern EHR systems, you can save significant time and energy. Start where it hurts the most—whether that’s building templates or automating data entry—and scale up from there. 

Every minute you save is time you can reinvest in improving your practice and personal well-being. The question isn’t whether you can streamline your charting; it’s when you’ll start. 
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(Video Transcription)

How's your charting? 

Is charting complex? 

Is it time consuming? 

Are you spending hours charting on your patients?

Sometimes I hear providers coming to one-on-one consultations and just saying, “Talita, please help me make my charting easier!” 

‍With Healthie, we are able to connect fields, pretty much data points from your intake flow that clients are completing when they're first signing up completing forms, intake paperwork, and connect it to your charting note.

So when you hop on to a session and you open your chart note, you don't have to hunt down the information on the forms that the client completed. 

‍You should be able to just open your chart note and see the data that you're looking for.

‍That's easy to fix and easy to do within Healthie. 

‍With a click of a button, you can copy fields from the intake flow into the charting note. 

‍So tell me, how are you charting?

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