Charting & approvals

Charts reviewed, signed, and on the record.

Standard charts for every visit, and an Approvals hub where your medical director signs Doc Alerts the moment they arrive. Premium adds your own chart templates and multi-staff sign-off.

How it works

From the visit to a signed chart. Chart the visit, send it for review, clear routine reviews in one pass, and add more reviewers where your policies call for them.

Start the right chart from the visit. Pregnancy test, ultrasound, STI test, and counseling charts are built in. Open one from the visit, fill it in, and send it for review when it’s done.

Sign-off history

Every step, on the record. Who requested the review, who approved it and when, the notes they left, and when the quorum was met. The history builds itself as the chart moves.

Approval chains and field locking are on Premium.

2
1
2S

STI Test

Not startedIn progressCompletedIn reviewSignedLocked

Chart #2231 · Jasmine Ortiz

Save
This chart is signed — use Addendums for corrections.
Send to Physician
STI Testing

STI Test Performed

YesLocked on Oct 5, 2026 by Dr. Anna Lee

Tested for STD

YesLocked on Oct 5, 2026 by Dr. Anna Lee

Chlamydia

NegativeLocked on Oct 5, 2026 by Dr. Anna Lee

Gonorrhea

NegativeLocked on Oct 5, 2026 by Dr. Anna Lee

HIV

NegativeLocked on Oct 5, 2026 by Dr. Anna Lee

Reviewers

Decision recorded
  • AL

    Dr. Anna Lee

    Approved just nowAwaiting review

Requested by

SMSarah Mitchell

Activity

  1. SM
    Sarah Mitchell requested review
    1h ago
  2. ME
    Megan Ellis approved
    40m ago
  3. RK
    Rachel Kim approved
    25m ago
  4. AL
    Dr. Anna Lee approved
    just now

    Results reviewed. No follow-up needed.

  5. All required approvals recorded
    just now
Everything in Charting

Standard charts on every plan. Doc Alert review and the Approvals hub on every pregnancy center plan. Premium adds your own templates and approval chains.

  • Standard chart templates

    Pregnancy test, ultrasound, STI test, and counseling charts.

  • Doc Alert physician review

    Send a chart for sign-off; the physician signs, returns, or denies it with notes.

  • The Approvals hub

    Pending for me, Reviewed by me, and Sent by me, with an All pending view for administrators.

  • Batch approvals

    Approve, return, or deny routine reviews together. Ultrasound Doc Alerts are signed one at a time.

  • Approval notifications

    Sign-off required, signed, returned, and overdue notices, in the app or by text.

  • Audit trails

    Record trail, staff access log, and security event log on every plan.

  • Premium

    Custom chart templates

    Charts built around your own clinical process.

  • Premium

    Approval chains and field locking

    Multi-staff sign-off with more than one approval per step, and locked fields once approved.

  • Premium

    Sign-off and review history

    Every request, approval, return, and note in one timeline.

“You never make us feel stupid for not being able to figure something out. Your instructions are always concise and easy to understand! WE LOVE WAYCOOL AND COOLFOCUS!”
Ginger · California

Get charts signed the day they’re written.

Standard charts and Doc Alert review on every pregnancy center plan. Premium adds your own templates and approval chains.