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Clinical Documentation Software: Charting & SOAP Notes in Embodia

Clinical Documentation Software: Charting & SOAP Notes in Embodia

Clinical Documentation Software: Charting & SOAP Notes in Embodia

Free
This guide includes
This guide was recorded in March 2026

Accurate, efficient documentation is a critical part of delivering quality care. Using the right clinical documentation software allows clinics to streamline charting, maintain compliance, and reduce administrative burden.

This guide walks you through how to use Embodia’s charting tools for electronic charting for clinics, including creating SOAP notes, managing patient records, and integrating documentation into your daily workflow.

As part of a complete practice management software for clinics, Embodia connects charting with scheduling, billing, and communication, so your documentation supports your entire practice, not just your notes.

The instructors
Embodia Team

Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.

We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.

Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.

We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.

Material included in this guide
  • Charting
  • Starting a new patient chart
  • Snippets for faster charting
  • Signing the patient chart
  • Adding addenda
  • Importing charts
  • Viewing consults that are missing a chart
  • Uploading files
  • Changing the visibility of a finalized chart
  • Connecting a completed questionnaire to a chart entry
  • Adding diagnosis codes to charts
  • Adding Superbill procedures to charts
  • Adding due dates to a chart entry
  • Tasks in a patient chart
  • AI Charting
  • Video tutorial: Introduction to AI Charting
  • AI Charting: Populating a chart entry using Artificial Intelligence
  • Customizing your AI prompts for charting
  • Exporting data
  • Exporting your patients' list, summary of consults, and patient invoices
  • Exporting patient data
  • External sharing
  • Sharing a chart entry with an external user
  • Faxing
  • Enabling faxing on your Embodia account
  • Sending a chart entry via fax
  • Managing the fax recipients list
  • Charting Supervision
  • Enabling the charting supervision feature
  • Using the charting supervision feature
  • General documents and actions
  • Documents for general information
  • General actions on a patient profile
  • Tasks
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