Charts are the clinical documentation system in Zdrovia. A chart is a rich-text clinical note — the equivalent of a SOAP note, chart entry, or progress note — that can also hold structured data: Smart Blocks that record real values, and an AI Scribe block that records and transcribes the consultation itself.
A chart usually sits on a patient’s record, but it does not have to. Consult notes, phone notes and letters can be written straight onto the patient.
Two Levels of Charts
1. Chart Templates (Clinic-Wide)
Navigate to Chart Templates in the sidebar (/dashboard/journal) 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
- Pre-placed Smart Blocks — vitals, pain scores, questionnaires — so every note starts structured
- A configured AI Scribe block, which carries its settings into every chart made from the template
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. It may or may not be based on a template.
Most patient charts belong to a record — they live on the record page and can optionally be linked to a specific Visit. Charts can also stand alone on the patient with no record at all, which is where consult notes, phone notes, intake summaries and letters belong.
Either way, the readings inside a chart’s Smart Blocks are patient-scoped for graphing — a pain score in a phone note counts the same as one written in a booked visit.
Managing Chart Templates
The Template List
Navigate to Chart Templates in the sidebar (/dashboard/journal) 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 (/dashboard/journal/:id). 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 record page (/dashboard/treatment/:id), and are also reachable from the Charts card on the patient profile.
The Chart Panel
The left panel of the record 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 record page for a patient
- Click New Chart in the left panel header
- A new, blank chart opens in the editor
- If a default chart template is configured, the editor pre-populates with it — resolved service-first, falling back to the service line
- 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 record 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 read the chart in their portal at /portal/journals/:id. This lets you share care summaries or treatment plans while keeping internal notes private. The toggle is per chart, not per patient.
Sharing a chart by link
A chart can also be shared by link at /shared/chart/:id — read-only, for a referral or a second opinion — or embedded in your own site at /embed/journals/:id.
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
Smart Blocks
Type / anywhere in the editor to insert a Smart Block — a structured field that holds real values rather than prose. Vitals, pain scores, range of motion, body diagrams, questionnaires, before/after images, product recommendations, and any block your clinic has authored itself.
What you record in a block is data: it can be repeated as a log across visits, and it can be graphed.
See Smart Blocks for the full catalogue and for authoring your own.
AI Scribe
Insert an AI Scribe block (/ → AI Scribe) to record the consultation. It transcribes live, keeps recording while you navigate elsewhere in the app, and can then propose content for the rest of the chart — prose under your headings, values in your blocks, rows in your logs — which you accept item by item.
See AI Scribe.
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
Generating a Template with AI
Chart templates can be generated: describe the note structure you want and Zdrovia drafts the headings and blocks for it, which you then edit. This is deliberately scoped to templates, not to patient charts — a template is a structure, where a patient chart is a record, and whole-chart generation on a record has no per-item review.
The AI Scribe block cannot be generated. A scribe block asserts that an encounter was recorded, and a generated one would assert that about a consultation that never happened.
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
A default chart template can be set in two places, and they resolve service-first:
| Level | When it applies |
|---|---|
| Service | When this service is the one booked — takes precedence |
| Service line | Fallback for any service on the line that sets none |
To configure this:
- Navigate to Services in the sidebar
- Open the service
- Under Before and after the visit, set the chart template it opens with
- For the line-level fallback, use Chart template & forms… under the service’s Service line section
Configure at the service level. It is the level that wins, and the level you will remember to check.
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 record timeline.
- Put your headings in the template. AI Scribe writes into the structure it finds, so a template with S/O/A/P headings gets you a structured note without asking for one.
- Use Smart Blocks for anything you might want to graph. A pain score typed into a paragraph is prose; the same score in a block is a data point you can plot across a course of care.
- Charts written straight onto the patient — with no record — are the right home for phone advice, letters and consult summaries.