Using body chart templates in progress notes
Learn how to use body chart templates in your progress notes.
Overview
If you need to include diagrams or charts in your clinical notes, you can select a body chart template and draw directly on it. This is useful for documenting pain locations, injuries, areas treated, and clinical findings.
Before you start
You can only add a body chart while creating or editing a progress note.
Caspen includes default body chart templates. To upload or manage templates, see Set up body chart templates.
Add a body chart to a progress note
Open the client and create or edit a progress note.
In the note editor toolbar, click Body chart.
Select the body chart template you want to use.
The body chart editor opens with the template loaded. Mark up the body chart as needed. For a list of available tools, see Mark up the body chart.
Once finished, click Save (top-right) to insert the body chart into the note.
Your body chart appears in the note as an image.
Mark up the body chart
Use the toolbar in the body chart editor to add your clinical markings.
List of tools (from left to right):
Select: Click an item on the canvas to move or adjust it.
Pan: Click and drag to move around the canvas.
Draw: Draw freehand. Adjust pen style such as weight, opacity, and color.
Text: Add labels directly onto the chart.
Shapes: Add arrows, lines, or shapes to highlight areas.
Emoji: Insert an icon if your workflow uses symbols for findings.
Eraser: Click and drag to erase markings.
Frame: Adjust the canvas size. Only what sits inside the frame is saved back to the note.
Zoom: Zoom in and out for detail work.
Fit to screen: Resizes the view so the canvas fits your screen.
Undo and redo: Step backward or forward through your recent changes.
Tip: You can also zoom in and out using your mouse scroll wheel.
Format the body chart image in the note
After the body chart is inserted, select the image to show formatting options.
Available options include:
Add a border and choose a border color
Round the image corners
Flip the image horizontally or vertically
Change image alignment
Tip: You can resize the image by selecting it, then dragging a corner handle in or out.
Finish the progress note
Keep writing your note, then choose one of the following:
Click Finalize note when you are ready to complete it. The note appears in the client profile under Progress notes.
Leave it as a draft if you are not ready to finalize. You can come back and continue editing later.
Related articles
Set up body chart templates – Add, manage, and upload body chart templates for your workspace.
Using the text editor for notes and templates – Formatting tools, inserting images, and working with content in the progress note editor.
Last updated