Charting

Clinical Note Access

Clinical notes often contain sensitive patient information. This setting determines who can access newly created clinical notes by default.

You can choose between three access levels:

All Staff
The note can be viewed by everyone in the clinic, including assistants and administrative staff.

All Practitioners
The note can be viewed by all practitioners in the clinic, but not assistants.

Author
Only the practitioner who created the note will have access to it.

Important:
This setting applies only to newly created notes. Existing notes will not be updated automatically.

Administrators always maintain access to clinical notes regardless of the selected privacy setting.

Snippets

Snippets allow practitioners to quickly insert commonly used text into clinical notes.

Instead of typing the same information repeatedly, snippets let you save frequently used phrases, treatments, or assessments and insert them with just a few clicks.

Examples of common snippets include:

• Treatment descriptions
• Assessment notes
• Exercise recommendations
• Standard patient instructions

Using snippets can help practitioners chart faster, maintain consistent wording, and reduce repetitive typing.

Snippets can be searched, edited, or expanded from the My Snippets section.