What is Chartnote Teams

What is Chartnote Teams

Chartnote TeamsCreate a Team Today!

Chartnote Teams


Increase your team’s documentation efficiency with shared snippets and voice recognition.

Shared snippets and templates for you and your team. Create groups within your organization and share best documentation practices with everyone in your team. Let members collaborate with each other online. Set different roles and permissions to stay in control of the content.

Chartnote Teams gives admins tools to manage users with team member dashboard and consolidated billing.

All team snippets in one place


Admins can create groups within a team. Snippets shared within a group can be owned by one or more members of the group that collaborate to keep documentation practices up to date for the rest of the team. Snippets shared with the team can be imported to personal libraries that team members can then edit and personalize.

Unlimited snippet expansion and dictation for everyone in the team


Every team member has access to unlimited next generation AI voice recognition and snippet expansion that will speed up what they type, and let them focus on what matters most.

Boost clinician productivity and increase revenue


Enable your team members to see more patients and have more accurate and comprehensive coding. With Chartnote's expedited medical documentation efficiency tools, your team can decrease claims denial rates by generating highly detailed clinical documentation.

Team Documentation


Collaborate with other team members and let documentation assistants optimize your workflow.

Share notes with other members of your team. Let your peers, staff, or scribe have access to your note. Sharing controls gives them read-only or edit permissions.

Patient list is shared among all members of the team.



How to Create a Team


Create Team


On the top left menu you can see wether you are working in your Personal account versus a Team environment. 

To create a Team, click on this area to expand the menu, and select Create Team.

Sharing Snippets and Notes


To share a note in the Team environment, follow these steps:

  1. Go to the "My Notes" section

  2. Click on the three dots next to the note title you want to share

  3. Select "Share"

  4. Click on the "+ Share" button

  5. Select the recipients you want to share the note with: the whole Team, a Group within the Team, or specific members of the team

  6. Select the sharing permissions: edit or view

  7. Click "Share"


To share a snippet, follow these steps:

  1. Go to the "My Library" section under "Snippets"

  2. Find the snippet you want to share

  3. Click the "Share" button

  4. Select the recipients you want to share the snippet with: the whole Team, a Group within the Team, or specific members of the team

  5. Select the sharing permissions: edit or view

  6. Click "Share"



Note: You can revoke access to the note or snippet at any time. Sharing permissions do not prevent users from making a copy of the note or snippet.




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