Charts (Clinical Notes)
Charts are the clinical documentation system in Zdrovia. A chart is a rich-text clinical note or chart associated with a patient treatment. They are the equivalent of SOAP notes, chart entries, or progress notes in traditional practice management systems.
Two Levels of Charts
1. Chart Templates (Clinic-Wide)
Navigate to Chart Templates in the sidebar to manage reusable chart templates.
A Chart Template is a pre-built document structure that your clinic defines once and reuses across patients. Templates might include:
- Standard SOAP note headers (Subjective, Objective, Assessment, Plan)
- Treatment-specific checklists
- Follow-up note formats
- Discharge summary structures
Templates are available to all staff in your clinic and can be selected when creating a new chart for any patient.
2. Patient Charts
A Patient Chart is a specific instance of a clinical note written for a particular patient treatment. It may or may not be based on a template.
Patient charts belong to a Patient Treatment — they live on the treatment page, not the patient profile. They may also be optionally linked to a specific Visit.
Managing Chart Templates
The Template List
Navigate to Chart Templates in the sidebar to see all templates defined for your clinic.
The list shows:
- Template name
- Date created
- Last modified date
- Options to edit or delete
Creating a Template
- Click New Template
- Give the template a name
- Use the editor to build the template structure (see The Chart Editor below)
- Save — the template is now available to all staff
Editing a Template
Click any template to open it in the editor. Changes are saved to the server. Note that editing a template does not retroactively update charts that were already created from it.
Deleting a Template
Use the delete option from the template list. This only removes the template definition — it does not affect existing charts that were created from it.
Writing Patient Charts
Patient charts are written from the treatment page (/dashboard/treatment/:id).
The Chart Panel
The left panel of the treatment page is the chart workspace:
- Chart selector dropdown — lists all charts for this treatment by date/label
- New Chart button — create a fresh clinical note
- Expand/Minimize toggle — hide the right panel for distraction-free full-screen writing
- Chart editor — the rich text editing area
Creating a New Chart
- Open the treatment page for a patient
- Click New Chart in the left panel header
- A new, blank chart opens in the editor
- If the treatment has a default chart template configured, the editor pre-populates with that template’s content
- Write your note
- Save (auto-save is active — see Auto-Save and Drafts)
Linking a Chart to a Visit
When writing a chart, you can link it to a specific visit to indicate the note was created in the context of that appointment. This helps keep the clinical record organized by visit.
If a visit is selected in the treatment page header when you create a new chart, Zdrovia will associate the chart with that visit.
Chart Status
Each chart has a status:
| Status | Description |
|---|---|
Draft | Work in progress, not finalized |
Final | Completed and locked note |
Archived | Removed from active view but preserved for records |
Patient Visibility
Each chart has a Patient Visible toggle. When enabled, the patient can see the chart in their patient portal. This allows you to share care summaries or treatment plans with patients while keeping internal notes private.
The Chart Editor
The chart editor is a full-featured rich text editor with markdown support.
Formatting Options
- Headings — H1, H2, H3 for section organization
- Bold, Italic, Underline — inline formatting
- Bullet lists and numbered lists
- Checklists — interactive checkboxes
- Tables — for structured data entry
- Horizontal rules — section dividers
- Code blocks — for structured data or reference values
- Links — hyperlinks within the document
Markdown Support
You can type standard Markdown syntax directly in the editor and it will render automatically:
# Heading→ H1**bold**→ bold- item→ bullet list[x] done→ checked checkbox
PDF Import
Click the Import PDF button to import a PDF document into the chart editor. The PDF content is extracted and placed into the editor, where you can then edit and augment it. This is useful for:
- Importing scanned paper notes
- Incorporating external documents into the clinical record
- Converting PDF templates into editable chart entries
Auto-Save and Drafts
The chart editor uses a two-tier save system to prevent data loss:
LocalStorage Auto-Save:
- Your work is continuously saved to browser local storage as you type
- If you accidentally close the browser or lose your connection, your draft is preserved
- The draft is restored automatically when you return to the same chart
Server Save:
- When you explicitly save (click Save or use the keyboard shortcut), the chart is written to the server
- Server saves create a permanent record that’s accessible from any device
:::info Draft vs Final Auto-saved drafts in local storage are device-specific. Always perform an explicit server save before switching devices or ending a session to ensure your notes are not lost. :::
Navigating Charts
Switching Between Charts
Use the chart selector dropdown at the top of the left panel to switch between different chart entries for the same treatment. The dropdown lists all charts ordered by creation date, along with any custom labels you’ve assigned.
Chart Labels
You can assign a custom label to a chart (e.g., “Initial Assessment”, “6-Week Follow-up”, “Discharge Summary”) to make it easier to find in the dropdown list.
Default Chart Templates on Treatments
Each Treatment Template can have a Default Chart Template assigned. When staff create a new chart for a patient enrolled in that treatment, the editor automatically loads the default template content.
This ensures consistent documentation structure across all patients in the same treatment pathway.
To configure this:
- Navigate to Treatments in the sidebar
- Open a treatment template
- Set the Default Chart Template field
- Save — all new charts created for this treatment will now use this template
Tips
- Use the Expand toggle to collapse the right panel when you need more writing space. The chart editor fills the full width while expanded.
- Use headings in your templates to create a consistent structure (e.g., S/O/A/P sections) that all staff follow.
- The Patient Visible flag lets you maintain both a private clinical record and a patient-facing summary within the same system.
- Charts linked to specific visits appear in the context of that visit when reviewing the treatment timeline.