Overview
CompanyOn allows practitioners to document care directly from:
• The appointment window
• The client timeline
Documentation workflows are connected to:
• Chart templates
• Services
• Client records
• Appointment history
All completed documentation becomes part of the client timeline and permanent clinical record.
How to Document Care from an Appointment
Open the checked-in appointment
Click the Form Icon at the top of the appointment window
Select the chart template if applicable
Complete the documentation
Save the chart entry
What Happens Next
• The chart entry becomes part of the client timeline
• Documentation is automatically attached to the appointment
• The client record updates immediately
Important Notes
• If a chart template was pre-selected through the Service settings, it will automatically appear when opening the Form Icon
• Multiple chart entries can be added if needed
• Documentation can be edited later depending on clinic workflows and permissions
How to Document Care Through the Client Timeline
Practitioners can also document directly from the client timeline without opening an appointment.
This workflow is commonly used for:
• Follow-up documentation
• Administrative notes
• Phone calls
• General client updates
• Additional chart entries
Steps to Document Through the Client Timeline
Open the client profile
Navigate to the Timeline
Click Add Entry
Select the chart template
Complete the documentation
Save the chart entry
What Happens Next
• The documentation becomes part of the permanent client timeline
• Staff can review previous chart entries in one centralized location
Best Practices for Documentation
• Complete documentation immediately after care delivery whenever possible
• Use standardized templates across practitioners
• Review previous timeline entries before follow-up visits
• Link templates to services to simplify workflows
• Keep documentation organized and concise
FAQ | How to Document Care in CompanyOn
Q: Can I document directly from an appointment?
A: Yes. Once the appointment has been checked in, you can open the appointment window and click on the Form Icon to complete documentation directly from the visit.
Q: Where does the completed documentation go?
A: All completed chart entries are automatically saved into the client’s timeline and become part of the permanent client record.
Q: Can I document care without opening an appointment?
A: Yes. You can document directly through the client timeline by opening the client profile and selecting Add Entry or Create Chart Entry.
Q: What are chart templates?
A: Chart templates are customizable forms used for documentation workflows such as SOAP notes, assessments, intake forms, and progress notes.
Q: Can I customize chart templates?
A: Yes. Templates can be fully customized using the drag-and-drop Builder or by modifying templates from the Template Library.
Q: Can chart templates be linked to services?
A: Yes. Templates can be pre-selected inside the Services module so they automatically appear during appointments for that service.
Q: Can multiple chart templates be used for one client?
A: Yes. Practitioners can complete multiple chart entries and use different templates depending on the visit or workflow.
Q: Can documentation be edited later?
A: Depending on clinic permissions and workflows, chart entries may be edited after completion.
Q: Can I upload documents to the client timeline?
A: Yes. Additional files and documents can be uploaded directly into the client timeline.
Q: Can consent forms be part of the documentation workflow?
A: Yes. Consent forms and online forms can be sent electronically in advance of care and automatically become part of the client timeline once completed.
Q: Can clients complete forms before their appointment?
A: Yes. Practitioners can send online forms or consent templates through the client timeline using the Online Forms Icon.
Q: Can I review previous documentation entries?
A: Yes. All previous chart entries and documentation history can be reviewed directly from the client timeline.
Q: What happens if a template is linked to a service?
A: When a chart template is linked to a service, it automatically becomes available through the Form Icon during the appointment workflow.
Q: Is documentation automatically attached to the appointment?
A: Yes. Documentation completed from an appointment is automatically connected to both the appointment and the client record.