video1.0<iframe src="https://www.loom.com/embed/42c71e1935c3423baadcc691277dc0b5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/42c71e1935c3423baadcc691277dc0b5-30b6331a31a2ed63.gif90.766667This Loom explains how to complete clinical treatment charts within the appointment workflow. It instructs providers to open the relevant appointment chart or template, review client and appointment details, complete required fields, add treatment details, and include any structured information needed for that chart type. If images or markup are involved, it should be documented while the visit is still fresh. It also notes that if the client is checked out before the chart is finished, an incomplete chart task is created for the provider, and submitting the chart can trigger medical director sign off work if required.