Electronic Record Documentation

CompanyOn provides a centralized Electronic Record Documentation system that allows clinics and practitioners to securely document, manage, and review client care within one connected platform.

  1. Overview
  2. Electronic Record Documentation

How to document care in CompanyOn

How to Document Care from an AppointmentIn the left sidebar, click the calendar icon to open the Appointments module.Click on the appointment in the calendar to open the appointmen ...

How to Convert an Entry into a PDF Document

Steps to Convert an Entry into a PDFIn the left sidebar, click the people icon to open the Clients module.Click on the client's name to open their timeline.Locate the chart entry y ...

How to edit a template in CompanyOn

Steps to Edit a TemplateClick on your profile photo (or initials) in the top right corner of the screen.Select "Templates" from the dropdown menu.Click on the "Form Builder" tab.Fi ...

How to set up CompanyOn e-consent templates

How to Access Consent TemplatesClick on your profile photo (or initials) in the top right corner of the screen.Select "Templates" from the dropdown menu. The Templates dashboard wi ...

How to Activate and Send Online Forms / Consent Forms

CompanyOn allows you to send any type of form electronically to clients before or after care delivery, including consent forms, intake forms, assessments, and custom documentation ...