Charting
By Céline and 6 others7 authors25 articles
- Export Client Files
- How to create a lexicon
- How to Create a Charting Template
- Import Files to a Client Chart
- How to Use Lexicons
- Add notes to a client's file
- Transfer Ownership of Their Charts to an Employee
- Manually Send an Intake Form
- Share Client Files
- Traceability and modification of client file
- Delete my charts from a client's file
- How to use Wibbi
- Add a Charting User (the procedure only applies in the case of retaining an old package)
- How to create an Intake form
- What’s New in Client Files – Fall 2025 🍂
- Preparing Your AI Charting Templates
- Using AI in your notes
- Frequently Asked Questions
- Audio Recording Methods for AI (3)
- How to Record a Virtual Visit for AI Notes
- AI Instructions: Tips & Tricks for Better Results
- AI Consent: What You Need to Know
- Generate an AI summary of a note
- Create an AI report template
- Create AI Reports