Charting Templates--EHR Integration

Charting Templates--EHR Integration

48.95

Complete intake, charting, and reports forms suitable for use with an EHR, including:

  • ChARM
  • Jane
  • G-Suite
  • ... and more
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With the purchase of this forms packet, you will receive a Word document containing master templates for comprehensive charting templates designed with the IBCLC in mind. You will also receive access codes to find the templates I've created for ChARM, Jane, and Practice Fusion. And you'll get access links to the G-Suite templates I've made--no need to cut and paste, just add them to your practice and customize to your heart's delight.

If you purchase these forms, which accompany the ebook Paperless Private Practice for the IBCLC by Annie Frisbie, you may use these forms in your private practice. Please do not share these forms with anyone who has not purchased these forms; the permission granted here is for a single user. These forms are designed for use by IBCLCs; if you have a different credential within the lactation world you may be operating outside of your scope of practice if you use these forms. 

My book has step-by-step guides for setting up and customizing your platform, including using custom consent and charting forms, and for some platforms I offer setup and customization services, which can be booked from my website.

Here is a simple checklist for how these forms can be imported into each of the seven platforms I detail in my book:

  • ChARM EHR — I have turned the intake and charting templates into ChARM format. Purchasing this packet gives you codes to locate them in ChARM.
  • Jane--I have turned the intake and charting templates into Jane format. Purchasing this packet gives you codes to locate them in Jane.
  • G-Suite — The charting templates can be copied and pasted directly into G-Suite, and you can use the intake checklist as a guide to create a Form. You can also hire me to perform this setup and customization for you.
  • Healthie EHR — The intake checklist and charting templates can be used as a guide to create a Form in Healthie. You can also hire me to form this setup and customization for you.
  • Milk Notes — The checklist and charting templates can be used as a guide to customize your practice in Milk Notes. You can also hire me to form this setup and customization for you.
  • Mobile Lactation Consultant — Any of these forms can be turned into a fillable PDF in MLC.
  • My Clients Plus — The intake checklist may be used to customize some of the intake fields in MCP, but you will not be able to customize the charting templates.
  • Practice Fusion — I have turned the intake and charting templates into ChARM format. Purchasing this packet gives you codes to locate the forms in ChARM.
  • Simple Practice — The intake checklist and charting templates can be used as a guide to create templates in Simple Practice.. You can also hire me to form this setup and customization for you.

Please note—these charting templates are not fillable forms like others you may have seen. They are solutions designed to integrate with any paperless system that can be customized. You will get access codes for templates in Jane and ChARM, and model charts that can be incorporated into G Suite or Office 365. You will not be able to print these out and bring them to a visit, but they will work beautifully in any paperless system. There are no refunds so please ask questions before you buy.