Welcome to CareChart Help Center

Get oriented fast — find the guides you need to run your clinic, from registering patients to submitting claims.

CareChart helps your clinic run from front desk to billing — scheduling visits, documenting care, managing prescriptions and labs, and getting claims paid.

This help center covers every part of that workflow. Whether you're onboarding for the first time or looking up a specific task, you're in the right place.

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Start here: set up your clinic

Before anything else, make sure your clinic's details are in place. Your NPI and identifiers flow into every note, prescription, and claim you create — so getting this right first saves rework later.

Set up your clinic profile
Enter your clinic's details and NPI so notes, prescriptions, and claims carry the right identifiers.

Bring in your first patients

Once your clinic is configured, you're ready to register patients and get them on the schedule. These two guides cover the front-desk essentials.

  • Register a patient with demographics and insurance so booking and billing work from day one.

  • Book appointments into real open slots with the right visit type and provider.

Register a new patient
Create a chart with demographics and insurance so the front desk can book and bill.
Book an appointment
Schedule a visit into a real open slot with the right visit type and provider.

During and after the visit

CareChart keeps the clinical workflow connected — chart review, documentation, orders, and prescriptions all live in one place.

  • Pull up a patient's problems, medications, and allergies before you walk into the room.

  • Document the visit with a structured SOAP note and sign it to lock the record.

  • Send lab orders electronically and prescribe with built-in interaction checks — results and confirmations come back into the chart automatically.

Review a patient chart
Find problems, medications, and allergies before you walk into the exam room.
Write a clinical note
Document a visit with a structured SOAP note and sign it to lock the record.
Order a lab test
Send a lab order electronically — results come back into the chart automatically.
Send an e-prescription
Prescribe electronically with interaction checks and pharmacy routing built in.
Review lab results
Read incoming results with trends, then release them to the patient portal.

Billing & claims

Turn signed encounters into scrubbed claims and track them through to payment — without leaving CareChart.

  • Submit a claim directly from a completed encounter.

  • Follow each claim from submission to payment and catch denials before they age.

Create an insurance claim
Turn a signed encounter into a scrubbed claim and submit it to the payer.
Track claim status
Follow a claim from submission to payment and catch denials early.