How MyPrechart Works

1. 1
   Open the visit form (Chart if your app shows tabs). Set DATE using Today, Yest., or the date field, and choose your VISIT TYPE.
2. 2
   Fill in the fields that appear for that visit type — for example PRIMARY DIAGNOSIS, or CHIEF COMPLAINT for a PRN visit, or REASON FOR TELECOM.
3. 3
   In Brain Dump, describe what happened in the visit in your own words. Fragments are fine. Include observed findings, actions performed, teaching provided, and the patient's response.
4. 4
   Tap Prechart This Visit.
5. 5

   Read the narrative, work through the checks in Before you paste below, then tap Copy Note and paste it into your agency's system of record.

   New notes and drafts are held only in this session. Copy and verify the finished note in your agency's EMR before reloading, closing the app, signing out, or changing accounts.

Seven types, exactly as they are labelled in the form:

• Routine SN Visit — a scheduled skilled nursing visit inside an existing episode.
• Recertification — the visit that supports continuing care into the next episode.
• Resumption of Care — the first visit back after an inpatient stay.
• Start of Care — the first visit of a new episode.
• Discharge — the visit that closes the episode.
• Telecom — a phone contact rather than a visit in the home.
• PRN Visit — an unscheduled visit for a new or worsening problem.

Start of Care, Resumption of Care and Recertification ask for AGE and SEX. Start of Care and Resumption of Care include HOSPITALIZATION / REHAB HPI. Recertification includes RESIDENCE / LIVING ARRANGEMENT and PREVIOUS EPISODE NARRATIVES.

Type your visit facts or use the entry tools. Fragments are acceptable input. Include what you observed, what you did, what you taught, and the patient's response.

Typing / in the field opens the smart phrase menu inline, so you can drop in wording without leaving what you were writing.

On-form Dictate is not available in this version. The Clinical Chat speech-bubble icon opens Chat, which has a separate live voice option. Review any text transferred from Chat before precharting.

Tap the Head-to-Toe chip above Brain Dump. It covers Respiratory, Cardiac, Vital Signs, Pain, and General Denials.

Systems start with WNL selected. Leave it selected only when the displayed wording matches what you actually assessed.

If you did not assess a system, tap WNL once to deselect it — that system will contribute nothing. Tap a finding chip to document an abnormal finding instead; that also clears WNL for that system. Skip only advances the screen; it preserves the existing WNL selection.

The Review step shows exactly what will be inserted. Tap Insert into note to append the paragraph to your Brain Dump, which you can edit like anything else you typed.

Three ways in: the Smart Phrases icon above Brain Dump, typing / in the Brain Dump field, or the chips and More.

Browse by category or search. Tap Insert on any card and the wording drops into your Brain Dump. To create your own, open My Custom, select Create Custom Phrase, enter a Phrase name and wording for all four states, then select Save phrase.

New custom phrases are available only in this session. Reloading, closing the app, signing out, or changing accounts removes them. Your phrases is the frequent or pinned shortcut section.

After a narrative is generated you have Simplify, Edit / Done for manual changes, and Undo.

The AI Correction panel has one-tap chips — Make More Detailed, Simplify, Strengthen Skilled Need — which start a correction immediately. For a specific change, type your request in the free-text box and tap Apply Correction. Include only facts from the visit.

Review the entire revised narrative. Use Undo when available to restore the preceding text.

Work through these checks before copying any narrative. You are responsible for reviewing the note:

• Vitals and measurements match what you actually recorded.
• Nothing was invented — every finding, teaching point and service named is one that happened.
• The skilled need reads true for this patient on this date.
• Incomplete items are resolved using actual information, and wording that does not apply is removed.

Review highlighted unfilled items by name. Some highlights show Unfilled — resolve before copying this note on hover. Copy Note opens a warning for recognized markers. Choose Go back and fill, then Edit to correct the text and Done when finished. Copy with flags is an override. Other incomplete text may copy without a warning, so always review the whole note and verify the pasted text in the intended record.

Use text or live voice in Chat. On-form Dictate is not available in this version.

With Message empty, tap the waveform button (Start voice mode). Read any disclosure before proceeding. The status strip shows Your turn — just talk, Thinking, or Assistant speaking. The interrupt control is labelled Interrupt the assistant.

With Message empty, tap the voice button again to stop voice. Stopping alone does not transfer text. Finish and build report lets you review the report before Export to Brain Dump. If Ready to add this to your Brain Dump? appears, Yes, add it builds a report and transfers it directly on success; Not yet continues the conversation. Review all transferred text in Brain Dump.

Plan your visits for the day, then chart them one at a time. Quick-add by hour bracket or use Add Custom Visit.

Each visit moves through Not Started, In Progress, Generated, Copied. Start Charting takes you straight into the form with the visit type already set.

Copying a linked narrative can mark its visit Copied. This status does not confirm it was pasted into your EMR. Verify the destination yourself. New My Day visit details last only for the current session and are removed on reload, closing the app, sign-out, or account change.

My Templates provides charting preferences, visit templates, and procedures. New custom wording added here lasts only for this session. Built-in style choices are separate from custom wording.

Recent Notes holds up to 10 generated notes, for up to 12 hours within the current session. Reloading, closing the app, signing out, or changing accounts removes them sooner. Copy and verify finished notes in your EMR before leaving the session.

The 12-question charting style quiz teaches the app how you write — note length, sentence style, how you refer to yourself and the patient, abbreviations, opening and closing lines.

Find it in the first-run setup, or later under My Templates. Every note after it sounds more like you.

• A narrative looks wrong — use Undo, the AI Correction panel, or Back to Form and run it again.
• New work disappeared — current-session work is not retained after reload, closing the app, sign-out, or account change. Notes can also expire during a session. Check your EMR for text already copied before recreating the note from your visit facts.
• You need an older device record — select Review older device records for explicit, read-only recovery. This does not restore lost current-session work. Clearing browser or app storage can permanently remove older device records.
• Voice will not connect — check the status strip, end the session and start it again.
• You lost your device — contact your agency's privacy officer immediately and follow their breach procedure. Do this the same day.

• New notes, drafts, queued work, visit details, and custom wording are held only in the current app session. They are not saved as device records.
• Reloading, closing the app, signing out, or changing accounts removes this session's clinical work. Switching app tabs keeps the session.
• Older device records remain unchanged and are available through Review older device records for explicit, read-only recovery. They are not loaded or sent automatically. Clearing app storage can permanently remove those older records.
• MyPrechart is not a system of record. Your agency's EMR is. Always paste your finished note there.
• Keep a passcode or biometric lock and device encryption on any device you use for charting.

• Ctrl / Cmd + Enter — submit the form and generate the narrative.
• Ctrl / Cmd + Shift + R — reset the form for a new visit.

Both work anywhere on the charting form.