Need Way To Create Checklist Templates For Administrative and Chart Notes

Hi,

We desperately need a way to create custom checklist templates for administrative and chart notes that are filled in by the therapist, not visible to the client, not shared in the client portal. Example: An Initial Contact Log is needed for every prospective client that calls, emails, or messages for legal protection. These are not video contacts, so AI is not helpful. Having to recreate a text chart note every time a prospect calls is too burdensome.

Thanks for this very helpful EHR! Keep up the great work!