Where to find it
Open Notes, select a client and session, and use the body chart shown for the organisation’s configured chart mode.
Step by step
Choose the correct client and session
Confirm the context before adding any marks.
Choose the view
Select the appropriate front, back, side, spine, or clinical view when available.
Add marks and details
Use the available markers and attach concise notes that explain their meaning.
Review the chart
Make sure marks are legible and consistent with the written note.
Save with the note
Confirm the session note and body-chart information are saved to the intended record.
Important checks
- A body-chart mark should supplement, not replace, clear written documentation.
- Use consistent terminology across visits so changes are meaningful.
- Locked or signed records should be corrected through the approved amendment process.
Test safely: Use Firebase Dev and Stripe test mode for workflow tests. Do not create live client, payment, package, or membership records just to test a guide.


