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Practice Management on Embodia - Part 1: Charting

Welcome to Practice Management on Embodia - Part 1: Charting!

This course will guide you through the charting features available on Embodia. 

Charting on Embodia is easy and convenient. On Embodia, a patient chart is made up of chart items, the basic building blocks of a patient chart; this makes your chart fully customizable to your needs. You can use our pre-built chart items or make your own. Charting templates and snippets will save you a ton of time! You can even choose to make parts of, or the whole chart visible to your patient to improve patient outcomes and satisfaction.

Here's a short video overview to introduce you to Charting on Embodia:

Charting on Embodia requires a Tier 3 Membership. You can learn about our membership options here.

A Tier 3 Membership requires that you have a clinic account on Embodia. If you would like to create a Clinic account on Embodia, follow the steps outlined in this help article. If you currently have an Individual Membership on Embodia, please send us an email to so that we may switch your account to a Clinic Membership.

If you already have a Tier 3 Membership, you can perform all of the actions we outline in this course. We suggest watching/reading each subsequent lesson and then performing the task on your account. This will help solidify what you're learning.

On Embodia, there are two ways to view our help articles: 

  1. Taking the course: 
    • Benefit: tracks your progress 
  2. Guides:
    • Benefit: Includes a search bar where you can search for relevant key terms or lessons without having to sift through all the content

This course discusses the practitioner experience, if you would like to learn more about the patient experience, visit our patient guide, Embodia for Patients.


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