Pro Charting Sections

PRO Charting works by adding sections to a chart, one at a time, where each section has its own structure for capturing a specific kind of clinical information. You build a chart by stacking the sections you need for the visit and skipping the ones you don’t.

This page is the index for the section types. Each section’s own page covers the specific fields, common use cases, and how it interacts with the rest of the chart.

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The Section Types

Section	What it captures	When to use it
Basic Headings	A labelled free-text area — a heading plus body text below it	When you want a structured place for a particular subject (history of presenting complaint, family history, etc.) without specific fields
Heading With Status	A labelled section that includes a status indicator (active, improved, resolved, etc.)	For long-running concerns you’ll track across visits — review-of-systems items, ongoing complaints, follow-up topics
Free Form Sections	A blank text area without a fixed heading	For narrative content that doesn’t fit a labelled section — visit summaries, conversation notes, plan paragraphs
Questionnaires	An embedded Smart Form questionnaire inside the chart	When the visit involves a standardized questionnaire (PHQ-9, GAD-7, intake forms) — saves switching to the Smart Forms area mid-visit
IV Therapy	Recipe-driven IV bag composition, ingredient lots, expiry, and bag-label printing	Naturopathic and IM/IV clinics for IV treatments — see IV Therapy
Injections	Structured injection records — substance, site, route, lot number	When administering injections (B12, trigger-point, vaccine, etc.) — captured with the same lot-tracking discipline as IV
Acupuncture	Point selection, needle counts, retention, technique	TCM and acupuncture-style charts

The PRO Charting feature also includes three structured-data section types covered on their own pages: Measurements for vitals and trended numerical values, Diagnoses for working diagnoses with billable codes, and Product Recommendations for products and prescriptions that flow into Express Checkout.

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Adding a Section to a Chart

Every section type is added the same way — from the + button menus on the left side of the chart index. The button you click depends on which page of the chart the section belongs to:

• +S — adds a section to the Subjective page
• +O — adds a section to the Objective page
• +A — adds a section to the Assessment page
• +P — adds a section to the Plan page

The section appears in the chart immediately and is added to the chart index on the left so you can jump to it.

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Reordering and Removing Sections

• Reorder — drag any section’s heading in the chart index. The chart updates as you drag.
• Remove — click the section’s heading in the chart, then use the section menu at the top right of that section.

Removing a section deletes any content you’ve entered in it. If you might want it back, save the chart first.

Note

You don’t have to commit to one section type per visit. A real PRO chart often mixes several — a few Headings With Status for ongoing concerns, a Measurements section for the vitals, an Injection section if you administered something, a Free Form section for the visit narrative. Add what you need, skip what you don’t.

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Related Pages

• PRO Charting — the overview of PRO Charting features
• Smart Templates — reusable groupings of sections that you can drop into a chart in one action
• Headings and Smart Lists — reusable checkbox-style content that goes inside section bodies