Chartnote Academy Go to Chartnote
New

Team training

Your assistant preps the visit and you finish the note. Lessons for assistants, clinicians and admins, from the first handoff to EHR entry.

6 lessons9 min to watch2 coming soonFree · No sign-in
Start the course

Lessons

  1. Record Intake and Send a Handoff

    Assistants · Start an intake, confirm the clinician and patient, add a Sticky note or files, record, and send the Handoff.

    2:53
  2. Coming soon

    Join a Team and Choose the Right WorkspaceComing soon

    Members and assistants · Accept your invitation with the right account and switch between personal and team workspaces.

    ~2–3 min

  3. Receive an Intake and Complete the Visit

    Clinicians · Open the intake your assistant sent, review the Sticky note, files and Highlights, record your part of the visit, and generate the note.

    1:15

  4. Send a Finished Note to an Assistant for EHR Entry

    Clinicians and assistants · Send a reviewed note to your assistant, who enters it into the EHR and marks it as done.

    2:40
  5. Coming soon

    Share Notes and Reusable Resources With Your TeamComing soon

    Members and admins · Share finished notes, templates and snippets with a person, group or the whole team.

    ~3–5 min

  6. Manage Seats, Assistants, Groups, and Team Settings

    Admins · Invite members and assistants, manage seats and groups, and review team settings. Each paid Member or Admin seat includes one assistant seat.

    1:55