Overview
CompanyOn 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
• Customize assessments
• Edit SOAP notes
• Improve documentation efficiency
• Standardize clinic charting workflows
Templates created from scratch or added from the Template Library can both be edited.
How to Edit a Chart Template
Open the Admin menu
Navigate to Chart Templates
Locate the template you want to edit
Click the Pencil Icon
The template Builder will open
Edit the template components as needed
Save the template changes
What Can Be Edited
You can:
• Edit text inside components
• Add new components
• Remove sections
• Rearrange sections
• Modify questions and fields
• Customize SOAP note sections
• Update assessments and workflows
How the Builder Works During Editing
The Builder is a drag-and-drop editor.
On the right side:
• You will see the available components
On the left side:
• You will see the current template layout
To edit the template:
• Drag new components into the template
• Click existing components to edit them
• Remove sections that are no longer needed
• Rearrange components to improve workflows
Editing Templates from the Template Library
Templates added from the Template Library can also be fully customized.
Once added to the Builder:
• You can modify every section
• You can add or remove components
• You can personalize the template to match your clinic workflow
The editing process is the same as with custom-built templates.
What Happens Next
Once saved:
• The updated template becomes available immediately
• Linked services continue using the updated version
• Future chart entries will reflect the updated template structure
Important Notes
• Existing completed chart entries remain unchanged
• Only future documentation uses the updated template
• Templates linked to services update automatically after saving changes
Best Practices
Recommended Best Practices
• Review template workflows regularly
• Keep templates organized and easy to complete
• Standardize templates across practitioners when possible
• Avoid unnecessary duplicate templates
• Test updated templates before using them operationally
Frequently Asked Questions
Can I Edit Templates Created from the Template Library?
Yes. All templates added from the Template Library can be fully customized.
Can I Remove Components from a Template?
Yes. Components can be removed, added, rearranged, and edited at any time.
Will Editing a Template Affect Existing Documentation?
No. Existing chart entries remain unchanged.
Will Services Automatically Use the Updated Template?
Yes. Services linked to the template will use the updated version moving forward.
Can I Add New Sections to an Existing Template?
Yes. New components and sections can be added at any time.