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OutSmart Guide

Basic Headings

The Basic Headings section is the simplest PRO Charting section type — a heading you name, with a free-text body underneath. Use it when you want to give a topic its own labelled area in the chart but don’t need any structured fields (status tracking, billing flags, or measurements).

A typical Basic Headings section might be History of Presenting Complaint, Family History, or Lifestyle Notes — anything where the heading is the structure and the content is free-form text.

Adding a Basic Headings Section

  1. In the chart editor, click the + button on the page you want the section on (+S for Subjective, +O for Objective, +A for Assessment, +P for Plan).
  2. Choose Basic Heading from the section-type menu.
  3. The section appears in the chart with a default placeholder heading.
  4. Click the heading to edit it.
  5. Type your section name (for example, History of Presenting Complaint), then click into the body and start writing.

The section is added to the chart index on the left automatically, so you can jump back to it from any other section.

Reusing the Same Heading Across Charts

If you use the same Basic Heading section repeatedly (every visit has a Subjective Notes section, for example), set it up once as a Smart Template and drop the template into each new chart. The template carries the heading, position, and any default content you want.

For content inside a Basic Headings section that you also reuse — such as a checklist of things to ask about during a history intake — use Smart Lists.

Basic Headings vs Other Section Types

  • Use Basic Headings when the heading is the only structure you need.
  • Use Heading With Status when the topic is something you’ll track over time (active, resolved, improved, worsened).
  • Use Free Form Sections when you don’t want a labelled heading at all — just a writing area.