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Clinical Documentation Software: Charting & SOAP Notes in Embodia

Clinical Documentation Software: Charting & SOAP Notes in Embodia

Clinical Documentation Software: Charting & SOAP Notes in Embodia

Free
This guide includes
This guide was recorded in March 2026

Accurate, efficient documentation is at the heart of quality patient care. This guide collection covers everything you need to get the most out of Embodia's charting tools — from setting up your first SOAP note template to using AI to generate charts from appointment recordings.

Whether you're new to Embodia or refining a workflow you've used for years, you'll find step-by-step guidance for every part of the charting process: creating and customising templates, documenting patient visits, managing chart history, and sharing records securely with colleagues.

Embodia's charting is fully integrated with the rest of your practice — scheduling, billing, and patient communication all connect in one place. If you're exploring what Embodia's physiotherapy charting software can do for your clinic, or considering it as part of a complete practice management system, those pages have the full overview.

The instructors
Embodia Team

Embodia is an all-in-one practice management system that lets clinicians and clinic owners power their practice all from one platform.

We are on a mission to transform the way healthcare is delivered by empowering clinicians with the tools, technology, and education to deliver data-driven care, and empower clinics and clinic owners to maximize their success.

Embodia offers an unmatched breadth and depth of services including recorded and live online courses, HEP, telerehab, billing, charting, reporting, scheduling, two-way messaging, and more.

We are committed to building new solutions for an antiquated healthcare system and to helping physiotherapists and rehab pros globally redefine themselves and their expertise in a changing world.

Material included in this guide
  • Charting (Documenting) Patient Visits
  • Creating, signing, and updating patient charts
  • Snippets for faster charting
  • Uploading files
  • Changing the visibility of a finalized chart
  • Connecting a completed questionnaire to a chart entry
  • Adding diagnosis codes and Superbill procedures to patient charts
  • Adding due dates to a chart entry
  • Tasks in a patient chart
  • AI Charting
  • AI Charting: Populating a chart entry using Artificial Intelligence
  • Customizing your AI prompts for charting
  • Data Management
  • Importing charts
  • Exporting Patient and Practice Data
  • External Sharing & eFaxing
  • eFaxing on Embodia: How to set up, send, and manage faxes
  • Sharing a chart entry with an external user
  • Additional Charting Tools
  • Charting supervision
  • Documents for general information
  • General actions on a patient profile
  • Tasks for a patient profile
  • Viewing consults that are missing a chart
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