Custom charts allow your clinic to document patient information in a format that matches your workflow. Using the Chart Builder, you can create templates from scratch or modify existing ones to support structured, consistent documentation.
This article walks you through how to create a custom chart and publish it so practitioners can begin using it immediately.
New to the Chart Builder? Start with the Chart Builder Overview to learn about the workspace and available features.
Not seeing the Chart Builder?
Contact your clinic administrator to verify your User Type permissions.
Step-by-Step Instructions
Step 1: Navigate to the Chart Builder
- Go to Settings
- Under Forms & Letters, select Intake Form & Chart Templates
- Click + New Chart Template
Next, choose one of the following:
- Start from Scratch to build a new chart template
- Select an existing template to modify
Step 2: Name Your Custom Chart
Enter a clear, recognizable name so your team can easily locate the template while charting.
| Tip: Include the practitioner type or visit purpose (e.g., Physiotherapy Initial Assessment) |
Step 3: Add Your Logo (Optional)
Click Add Your Logo and upload your file to display your clinic branding on the chart.
| Best practice: Use a high-resolution image to ensure your logo prints clearly. |
Step 4: Adjust Chart Template Settings
Set up your chart behaviour before adding content.
Auto-Populate Fields
Leave this enabled if you want patient demographics to automatically fill when using supported fields.
| Recommended: Keep auto-populate enabled to reduce manual entry and improve consistency. |
Button Colours
Optionally match navigation buttons to your clinic’s brand colours.
Step 5: Choose the Number of Columns
Rows support up to four columns,. This allows you to place multiple fields on the same line.
Use additional columns when:
- Fields require short answers
- Questions are closely related
- You want a more compact layout
| Important: Changing the number of columns after adding content will delete fields in removed columns. Decide on your layout before building. |
Step 6: Add Content Elements
Select the content type you want to include in the Row, then enter your desired text or field details.
Common elements include:
- Text fields
- Multiple choice
- Single choice
- Headings
- Body text
Click +Add Row to continue building within the Section.
Reordering content
Rows can be moved up or down within a Section at any time.
Step 7: Add Additional Sections
Sections help organize your chart into logical groups such as:
- Patient History
- Consent
- Assessment
- Treatment Plan
Click + Add Section and repeat the previous steps to continue building your chart template.
| Important: Rows cannot be moved between Sections. To relocate a Row, recreate it in the new Section and delete the original. |
Step 8: Publish the Chart
The Chart Builder automatically saves your work every two minutes. However, your chart template will not be available for use until it is published.
Once published, practitioners can begin charting immediately.
| Suggestion: Use Preview Form to preview your template before publishing to ensure formatting appears as expected. You can check out what the chart will look like on a desktop, tablet, and mobile device! |
Auto-Populate Responses
Auto-populate allows certain fields to automatically fill with pulled from their profile. This reduces manual entry and improves documentation accuracy.
To configure auto-populate:
- Add a supported content element - Short Answer or Date
- Toggle on Auto-Populate
- Select from the available fields
Use Conditional Questions
Conditional logic allows questions to appear only when specific responses are selected.
To configure this:
- Toggle Only Show If
- Select the triggering question
- Choose the required answer
Example:
A follow-up question appears only when Treatment is selected under Type of Visit.
This keeps charts concise and prevents practitioners from seeing irrelevant questions.
Make Fields Required
Mark important fields as Required to ensure critical information is always captured before a chart can be marked as completed by the practitioner.
Use this setting for:
- Consent fields
- Signatures
- Key assessment data
-
Mandatory clinical information
A pop-up will notify practitioners when required fields are missing and prompt them to complete those fields before completing the chart.
Helpful Tips
- You can move entire Sections up or down to quickly reorganize your chart template.
- Within a Section, Rows can also be reordered, but they cannot be moved to another Section
- Text added with Heading or Body Text can be aligned left or center to improve readability.
- Multiple Choice and Single Choice fields support an Other option. This allows practitioners to enter custom responses.
- Use the Duplicate icon to copy an Entire Row or Section when creating repeated layouts.
- Delete individual content elements using the Trash Can icon.
- Finalize your column layout before adding content to avoid accidental data loss.
Need help building your charts?
Our team can assist with creating chart templates for your clinic. This service is available for a fee. If you’d like to learn more or discuss your options, please contact our support team.