Set up body chart templates

Learn how to create and manage body chart templates for your workspace.

Overview

Body chart templates let you upload and manage anatomical chart images that practitioners can use during appointments.

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Access body chart templates

Go to Settings → Body chart templates.

What you can do on this page

✔️ View existing templates

Caspen includes default body chart templates for common anatomical views (for example, full body anterior, posterior, lateral, plus hand and foot views).

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➕ Add a new body chart template

1. Click Add body chart template (top-right).

2. Enter a Name.

3. Upload an image in JPG or PNG format.

4. Click Create.

Your new template will now appear in the list.

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✏️ Rename a body chart template

1. Click the edit (pencil) icon below a template.

2. Update the Name.

3. Click Save.

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🗄️Archive a body chart template

1. Click the archive (trash) icon below a template.

2. Confirm to remove it from active use.

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Related article:

• Using body chart templates in progress notes – Add body charts to progress notes and mark them up with drawings, labels, and symbols.