Client Charting Notes

Keep all of your client notes organized in one place. Whether it's a quick observation after a session, a health breakthrough worth documenting, or ongoing progress tracking — Charting Notes makes it easy to stay on top of every client's journey.

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 for your note and begin typing in the body field

That's it — your note is saved to the client's profile and accessible anytime you need it.

💡 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: Jot down your interpretation of a client's DNA or lab results for future reference
• Follow-up reminders: Note topics to revisit in the 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 to us at support@promicsedge.com or use the chat bubble in your account.