The Charting feature allows you to electronically take notes on clients in an organized way, using customized templates that also allow for automation like pre-fill and incorporation of intake form answers into charting templates. You are able to easily view an archive of client charts, e-fax them to other healthcare professionals, and it allows us to quickly export information into Super-bills and for easy billing.

Charting notes are private unless shared with a client.

Our platform enables therapists to:

To get started with a new client chart note, you can navigate to your client's profile within Ruh Care.

Click the "Charting" tab from the client profile > Click "Create Charting Note"

From the drop-down, select the charting template that you'd like to use for this note. You'll see all of the charting templates that are automatically included in your Ruh provider account, along with any additional custom charting templates that you've created in the Form Builder.

Have your own charting form that you'd like our team to create for you? Email us at [email protected] or message Client Care team with a Word doc or PDF version of your charting template. Our team can build your template for you within your account, this process typically takes 2 weeks.

Beyond the actual content of your chart note, you'll also be able to adjust the:

Within text boxes in your chart, there are additional formatting options available to you, including:

There is a green button on the top that will indicate your chart note has been autosaved. Hover over the "autosave" button to see the last time it was shared. You can also click the "Save" button at any time.

During your session with a client, we make it easy for you to have important client information available to you directly in the charting area of the platform. This prevents you from having to leave your chart notes to view this information or opening multiple web browsers.

You can access general information about a client, while charting by clicking on "Quick Profile". This will open up a right-hand-side panel with key information on your client that may be helpful for you to review. You'll find basic client information, created goals, journal entries, and even completed forms in the Quick Profile.

Toggle the Quick Profile on/off while charting.

Additionally, you can reference past-created chart notes while writing your new note.

Learn how to open multiple charting notes in new tabs.

When you're done with the chart note, you can take the following actions:

You are also able to export Chart Notes directly into a Super-bill for efficient completion of these billing notes, as well as to generate as a PDF version of the note or send it as an e-Fax.

Additionally, therapists can share charting notes with clients, as post-session summaries. You can select specific fields of the charting note to share, and a copy will be added to your client's private documents.

Learn how to share a charting note with a client.

You can also use this sharing option if you'd like to create a PDF or e-fax that only includes specific fields from your charting note.

To edit a chart note, navigate to your client's profile > Charting > View Chart Notes. Select the chart note from the left side panel and then click the Edit button.

To delete a note, navigate to your client's profile > Charting > View Chart Notes. Select the chart note from the left side panel and then click More on the top-right (next to Edit) and choose "Delete Charting Note" from the options. Once this action has been performed, your deleted chart note cannot be recovered.

You can view an archive of your previous chart notes by navigating to the charting section of your client profile and clicking "View Chart Notes." You'll also see a "Provider" tab if you'd like to filter by Provider when viewing a specific note.

This view will allow you to see all past chart notes written for your particular client. You can filter charting notes to locate a specific note, based on the filter options:
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You also have the ability to have multiple charting tabs open simultaneously within the same charting session. This will allow you to toggle between different notes or intake forms (ie. a new chart note and past notes) for more efficient charting and workflows. You can open a new charting tab whether you are currently writing a new note or previewing a note.

Once you are done writing a chart note, there are several next steps you may want to take as part of your workflow. You can access these features in two ways:

Export as a PDF

You may want to save a copy of your charting note (or several charting notes) to provide to your client at their request, or to communicate with other care team members.

Once you are done writing a chart note, there are several next steps you may want to take as part of your workflow, including connecting and sharing your chart note via E-Fax. You can find the "E-Fax" option in two ways:

On the page where you can view all past charting notes, pressing the "Send Fax" button will enable you to select multiple notes to include in a single fax:

There may be several reasons that you are looking to export or transfer client information from the platform.

If you'd like to download (and share) a complete record of your client's chart notes and intake forms, you have the option to do so within charting.

You are also able to share a charting note’s content with your client, include the whole note, or specific sections of a note, and have that content added as a PDF in the client’s Documents within your Ruh Care account.