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 with CompanyOn

OverviewCompanyOn allows practitioners to document care directly from:• The appointment window• The client timelineDocumentation workflows are connected to:• Chart templates• Servi ...

How to activate Online Forms

OverviewOnline Forms allow clinics and practitioners to send:• Consent forms• Intake forms• Assessments• Questionnaires• Custom documentation formsDirectly to clients electronicall ...

How to create or customize your own chart templates with CompanyOn

Module OverviewThe Chart Templates module allows clinics and practitioners to create, customize, standardize, and manage documentation templates used during client care inside Comp ...

How to Convert an Entry into a PDF Document

How to Convert an Entry into a PDF DocumentOverviewCompanyOn allows practitioners and clinics to convert documentation entries into PDF documents directly from the client timeline. ...

How to edit a template with CompanyOn

OverviewCompanyOn allows clinics and practitioners to fully edit and customize chart templates at any time.Templates can be modified to:• Update workflows• Add or remove sections• ...

How to set up CompanyOn e-consent templates

Module OverviewThe Consent Templates module allows clinics and practitioners to create, customize, and manage consent forms used for client care and clinic workflows inside Company ...

How to send online forms

OverviewCompanyOn allows practitioners and clinics to send online forms electronically to clients before or after care delivery.Online forms can include:• Consent forms• Intake for ...