Chartnote + Veracity Integration | Intelligent Mapping & One-Click Notes

How to Integrate Chartnote with Veracity Using Intelligent Mapping

Chartnote integrates seamlessly with Veracity to help clinicians streamline documentation and eliminate manual work. Whether you create notes using snippets, voice dictation, or AI Scribe, transferring your documentation into Veracity is fast and effortless with one click.

This guide explains how the Chartnote + Veracity integration works using Intelligent Mapping and placeholder replacement, and how to set it up step by step.




What Is the Chartnote + Veracity Integration?

The Chartnote Veracity integration allows you to map sections of your Chartnote document directly to placeholders inside your Veracity templates using the Chartnote Chrome extension.

Once configured, your notes are transferred instantly into Veracity — structured, clean, and ready to review.

Key benefits:

  • One-click note transfer into Veracity

  • No copy-paste or reformatting

  • Supports placeholders and structured templates

  • Works with AI Scribe, voice dictation, and snippets


How the Integration Works

When you open the Chartnote Chrome extension while working inside Veracity:

  • The extension automatically detects when a Veracity note is open

  • All your Chartnote notes appear in the extension panel

  • Your saved mappings are ready to apply instantly

The initial setup is done once per template. After that, your workflow becomes seamless.


Step 1: Open a Note in Veracity

Navigate to a patient note or chart inside Veracity.

Once the note is open, launch the Chartnote Chrome extension. The extension will automatically detect the active Veracity note and prepare the integration.


Step 2: Set Up Intelligent Mapping (One-Time Setup)

To configure your mapping:

  1. Click Set up mapping in the Chartnote extension

  2. You’ll see:

    • Chartnote document sections on the left

    • Veracity patient chart fields on the right

Drag and Drop Sections

  • Drag a Chartnote section onto the corresponding Veracity field

  • You can:

    • Assign multiple sections to a single field

    • Remove or change mappings at any time

This flexibility allows you to fully customize how your documentation appears inside Veracity.


Step 3: Enable Placeholder Replacement in Veracity

Veracity uses placeholders inside templates to insert content dynamically.

To enable this feature:

  1. Click Enable placeholder replacement in the Chartnote extension

  2. Make sure your Veracity template includes placeholders using:

    • Square brackets: [placeholder]

    • Or curly braces: {placeholder}

⚠️ Important:
The placeholder names in your Veracity template must exactly match the placeholders used in Chartnote for the replacement to work correctly.


Step 4: Save and Apply Your Mapping

Once your mapping and placeholders are configured:

  • Click Save and Apply

  • Your settings are stored for future use

You only need to complete this setup once per Veracity template.


Step 5: Transfer Notes with One Click

After setup is complete:

  • Select the Chartnote note you want to transfer

  • Click Apply Mapping

  • Your documentation is instantly inserted into Veracity

No extra steps. No manual editing.


Editing or Reviewing Your Mapping

Need to make changes later?

At any time, you can:

  • Open the mapping editor

  • Update section assignments

  • Modify placeholder behavior

  • Remove or add new mappings

Chartnote is built to adapt to your workflow as it evolves.


Supported Chartnote Workflows

The Veracity integration works with all major Chartnote features:

  • AI Scribe – full visit summaries

  • Voice Dictation – structured spoken notes

  • Snippets – reusable documentation blocks

  • Manual Notes – notes created from scratch

All workflows support the same one-click transfer experience.


Why Use Intelligent Mapping with Veracity?

Clinicians use Chartnote with Veracity to:

  • Reduce documentation time

  • Maintain consistent note structure

  • Eliminate copy-paste errors

  • Improve overall charting efficiency

With Intelligent Mapping and placeholder replacement, your notes land exactly where they belong.


What’s Next?

We’re continually building deeper EHR integrations and expanding Intelligent Mapping capabilities across platforms.

Stay tuned for more Veracity updates — and enjoy faster, smarter documentation with Chartnote.


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