Prospyr

Chart Note Management

Embedding Visual Markups in Chart Notes

Creating Smart Notes

Adding smart notes to appointment notes, or the patient profile

How to Add Notes to Charts and Patient Profiles

How to include a flow sheet in a smart note, insert a chart, and add a new entry to a flow sheet directly from notes.

Using Flowsheets within Smart Notes

Smart Note Titles

Details and instructions around how to create and manage follow up notes

Creating and managing Follow Up Notes in Prospyr

Instructions for setting up and completing MD sign-off on charts in Prospyr

Medical Director Sign-Off In Prospyr

How to create and use flowsheets to track data over time

Flow Sheet Management

Pre-populating patient medical information into a note or Smart Note template

How to autofill medical intake information into notes

Adding an extra form or consent that isn't already associated with an appointment

How to Add an Additional Form/Consent to an Appointment

Connect Prospyr with Qualiphy to automate and streamline your good faith exam (GFE) process. This setup lets Qualify handle exams, reach out to patients, and update you when everything’s complete.

How to Set Up the Prospyr–Qualiphy Integration for Outsourced Good Faith Exams

This list breaks down the prebuilt and flexible merge tags built into the smart note creator

Available Merge Tags in Smart Notes

Charting and Notes

Prospyr Website

Find answers and get help from Intercom Support and Community Experts

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