Our Charting feature allows you to electronically take notes on clients in an organized way, using customized templates.

You can easily view an archive of client charts and e-fax them to other healthcare professionals, and we can quickly export information into Super-bills for easy billing.

As part of setting up your Charting system, you can create custom charting templates, as well as modify existing templates that are available to you within Ruh Care platform. Moreover, you can set a default charting template if you have several that you'd like to use, and add e-signature and metrics fields to your template as well.

Our charting template library includes common templates for therapists, such as SIP, SOAP, and Free Text. We also have Specialty Charting Forms available for your use.

You can access these templates in your charting templates ( Forms > Form Builder > Charting Forms) or within a specific client's account (Client > Charting > Charting Not Visible to Clients).

If you have your own templates, you would like built into Ruh Care you can use the form builder. In case you would like us to do it instead, please contact the Client Care team or email [email protected]. Forms typically take 7-10 business days to be uploaded into your account, and you will receive an email notifying you that Charting Templates have been added.

To create a new charting template:

You can change the Question Bank category by clicking the drop-down and selecting the Charting category to gain access to common charting questions, ideal when building a charting template.

Finally, to make this Intake Form into a Charting Note, you must convert it by selecting Options > Convert to Charting Form.

To create a new client chart note, navigate to your client's profile within Ruh Care by going to Clients (left navigation sidebar) > [...] on the right end of Client Name > Create Charting Note blue button.

Within your charting template, you can incorporate Smart Fields, which are auto-fill features that connect the intake form responses with Client Profile and Charting Template fields, which prevent you from having to input the same piece of information more than once, into the portal.

This saves providers and clients time collecting client information, and Smart Fields span client information, financial data, insurance information, and health fields.

If you would like to delete unused charting templates, navigate to Forms > Form Builder > Charting Forms > Select the Template you'd like to delete > Options > Delete.

Please note that you will not be able to recover this charting template that you have deleted, but you will still be able to view created charting notes that have been created with this template. Deleting the template will not affect or modify the existing chart notes of this template.

Many of our therapists have required to E-sign their chart notes or have a physician sign off on a chart note. You can add an E-signature field to your Chart Note to be prompted to E-sign a charting note during or after a session, which is then saved as part of your Charting Archive.

To add E-sign to your chart note:

If you would rather not have to sign your chart notes every single time, you can also add an image of your signature at the bottom of your charting template so it is automatically there when you generate the note.

To go about this, navigate to Forms > Form Builder > Select charting form. Select "Default" from the box type drop-down menu; click on Agreements and choose Agreement Read Only. Click and drag over the Agreement (Read-Only) towards the bottom of the form. You can then insert an image into the box.