Use a Chart Template

Chart templates are pre-configured documentation forms that have been created for various patient conditions. Chart templates may include specific patient history, clinical tests, measurements, results from functional assessment tools, an assessment and treatment plan, and typical procedures performed. The template can be loaded for a patient's visit prior to entering documentation results. Using a chart template allows you to quickly and easily enter patient information such as test results, measurements, notes, etc. without having to manually add each item to the patient's chart.

How do I select a chart template?

  1. Log in to Insight EMR.
  2. From the Chart tab, click the Staff, Client, or Unassigned subtab, located below the calendar, to select the visit that you want to document.
  3. Click Chart Templates and select the template you want to use from the list.
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