One System

One system for the work behind better care.

You shouldn’t need one system for documentation, another for scheduling, another for billing, and a collection of workarounds to hope everything is accomplished.

ChartCaddy connects the work your providers do with the work that has to happen after.

CLINICAL DOCUMENTATION

Make documentation easier to complete—and easier to manage.

ChartCaddy keeps patient records and clinical documentation organized in one place so providers can focus on documenting care while administrators maintain visibility into what has been completed and what still needs attention.

Providers get a straightforward way to document services. Supervisors and administrators get better visibility into the work across the organization.

Capabilities include
  • Forms like assessments, plans, and notes
  • Configurable forms
  • Online storage of patient charts and organization files
  • Documentation validation and status tracking
  • Electronic signatures
  • Audit and compliance support
Capabilities include
  • HIPAA-compliant appointment scheduling
  • Group session scheduling
  • Appointment reminders
  • Creating clinical documentation from scheduled appointments
  • Robust referral management
  • Patient portal capabilities
SCHEDULING WORKFLOW

From appointment to note without unnecessary steps.

Scheduling shouldn’t live separately from the rest of the patient record.

ChartCaddy offers basic scheduling for free, but can be further integrated at a cost with Acuity Scheduling to connect scheduling with the clinical workflow so your team can move naturally from appointments to documentation and follow-up.

Your team spends less time moving between systems and remembering what needs to happen next.

BILLING & CLAIMS

Helping people is why you do it. Getting paid is how you keep doing it.

For many smaller organizations, documentation and billing become two separate jobs. ChartCaddy is designed to connect them.

Information entered as part of the clinical workflow can continue into billing, helping reduce duplicate entry and giving administrators more time to review and manage the process instead of rebuilding it.

Less effort turning completed services into claims—and fewer opportunities for information to fall through the cracks.

Capabilities include
  • Integrates with QuickBooks, Square Payments, and pVerify.com
  • Claims generated from completed documentation
  • Claim validation
  • Supports multiple billing clearinghouses
  • Medicaid and private-insurance workflows
  • Authorization usage tracking and validation
  • Client payment tracking and invoice generation
  • Aging reports
  • Payment application workflows
  • Billing and invoicing tools
The ChartCaddy staff are amazingly helpful with all of my questions! They are really fast at responding to any issues or questions that we have with the system. The weekly updates that they send out are super helpful too!

Jennifer Haworth — Logan Community Services

Capabilities include
  • Client outcomes reporting
  • Patient reporting
  • Documentation reporting
  • Billing reports
  • Payment tracking
  • Compliance oversight
  • Audit support
REPORTING & ADMINISTRATIVE OVERSIGHT

See what’s happening without piecing it together yourself.

Smaller organizations still have big reporting, compliance and administrative responsibilities.

ChartCaddy gives administrators and supervisors visibility into documentation, billing and other activity without requiring information to be manually assembled from multiple systems.

Spend less time finding the information and more time acting on it.

COMMUNICATION & SIGNATURES

Important work stays connected to the work.

ChartCaddy includes tools for handling the communication, documents, and approvals that surround patient care.

Fewer loose ends, fewer disconnected tools and a clearer record of what has happened.

Capabilities include
  • Integrates with DocuSign and Foxit eSign
  • HIPAA-compliant secure communication
  • Secure messaging
  • Document uploads
  • Electronic signatures
  • In-person digital signatures
Capabilities include
  • Custom forms
  • Features that can be turned on or off
  • Workflow configuration
  • Custom development when appropriate
  • API capabilities
  • Self-service data export
CUSTOMIZATION & FLEXIBILITY

Built to fit—not force—a workflow.

Every organization has its own forms, procedures and preferences.

ChartCaddy gives organizations flexibility in how the system is configured instead of forcing every caregiver to work the same way.

Use what you need. Pay for what you need. And if something needs to work differently for your organization, talk to us.

SIMPLE BY DESIGN

Powerful doesn’t have to mean complicated.

ChartCaddy was intentionally built to be straightforward enough for people who don’t want to become software experts just to do their jobs. That means:

Web-based access
Desktop platforms
Straightforward navigation
Simple interface
No unnecessary enterprise complexity
No expensive on-site hardware to maintain
Practical features built around everyday healthcare workflows
Your team can go right into using the EHR instead of figuring it out.
SUPPORT

The feature you’ll appreciate when you need it.

Software features matter until something isn’t working the way you want. Then support matters more.

ChartCaddy customers can reach knowledgeable people by phone or email. Questions enter a shared support workflow so the team can respond, troubleshoot, and get things up and running.

Contact the Help Desk
Support includes
  • Phone support
  • Email support
  • Responsive trouble-ticket management
  • Product guidance
  • Demonstrations
  • Training
  • Workflow assistance
Built around
  • HIPAA compliance
  • Secure records
  • Role-based access controls
  • Audit logs
  • Professionally maintained systems
  • System backups
  • Exportable data
RELIABLE SECURITY & CONTROL

Confidence behind the scenes.

Your EHR holds some of the most important information in your organization. ChartCaddy is designed to help keep that information secure, organized and available when you need it.

And most importantly: your data belongs to you. If you ever decide ChartCaddy is no longer right for your organization, you have a way to export your information.

We’d rather earn your business than trap it.

See the features working together.

A list can tell you what ChartCaddy does. A demo can show you why the way those pieces work together matters.

We’ll walk through the system, answer your questions and focus the demonstration on the needs of your organization.