CoCharts Mental Health
Clinician portal guide
Explore your provider portal: patients, appointments, notes, and day-to-day care. Start with the guides for all clinicians, then find practice management tools for solo providers below.
17 topics · 45 articles
For all clinicians
Everyday care in the provider portal, whether you work with a clinic or run a solo practice. Clinic-specific steps are labeled where they apply.
- Getting startedSign in, explore Home, and find the clinical tools in your provider portal.3 articles
- Schedule & appointmentsManage your calendar, booking requests, attendance, and availability.6 articles
- Patients & chartsFind your caseload, invite patients, and open their clinical records.2 articles
- Clinical notesWrite and review notes, sign completed documentation, and manage your templates.3 articles
- TelehealthJoin video visits from Schedule, admit patients, and complete the visit documentation.3 articles
- Patient conversationsStart and reply to conversations with patients and their care teams.2 articles
- Chart documentsUpload files to a patient chart and manage patient sharing when storage is enabled.2 articles
- Patient billingCreate invoices, record payments, and find receipts for your accessible caseload.2 articles
- Booking availabilityChoose whether to accept booking requests and set the notice patients must give.1 article
- Your reportsReview financial and activity reports within your provider scope.1 article
- Your preferencesUpdate your professional profile, note templates, security, and personal AI settings.2 articles
- CopilotGet help with clinical workflows, find records, and review proposed actions.2 articles
For solo providers only
Running your own practice? These additional guides cover the settings and administration you manage yourself. If you work with a clinic, your clinic team handles these tasks.
- For solo providers onlySet up your solo practiceCreate your practice, services, locations, and working hours before seeing patients.1 article
- For solo providers onlyManage your practiceSet your branding, services, rates, locations, intake, communications, and hours.8 articles
- For solo providers onlyYour public booking pageShare your practice booking link and set reminders, cancellation rules, and booking policies.2 articles
- For solo providers onlyPayments & subscriptionConnect online payments, handle refunds, and manage your CoCharts subscription.3 articles
- For solo providers onlyImporting your patientsBring patient details from another system into your solo practice.2 articles
Still need help?
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