Client Charting Notes

Charting Notes keep all of your client notes in one place — session observations, health milestones, and ongoing progress, all attached to the client's profile. Open the Charting page to get started.

How to Create a Charting Note

1. Go to your My Clients page and click the client's name.
2. Navigate to More > Charting.
3. Click the + button to start a new note.
4. Enter a title, then type in the body field.

The note saves to the client's profile and is accessible anytime.

💡 Ways to Use Charting Notes

• Session summaries: Document key takeaways, recommendations given, and next steps after each appointment.
• Health milestones: Track breakthroughs, symptom changes, or progress over time.
• Report observations: Record your interpretation of a client's DNA or lab results for future reference.
• Follow-up reminders: Note topics to revisit next session or action items the client is working on.

🙋 Need Help?

If you have questions about Charting Notes or any other feature, reach out at support@promicsedge.com or use the chat bubble in your account.