Last updated: November 2026
Every patient appointment at Klinic requires a charting note. Using the correct note template ensures your documentation is complete, consistent, and compliant. This guide will help you identify which charting note template to use and point you to the resources you need for creating notes in Healthie.
The correct charting note template depends on three things: your provider type, the service line, and whether the visit is an initial or follow-up appointment.
The definitive reference for matching appointment types to note templates is the Appointment Types Wiki Table. This database maps every appointment type at Klinic to the correct clinical note template, along with patient type, visit type, duration, and other scheduling details.
To find your template, open the Appointment Types Wiki Table and filter by your provider type and service line. The "Clinical Note Template" column will show you exactly which template to use.
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Important: Always use the template that matches your provider type. Templates for FNPs, PAs, MDs, and DOs are different from templates for PMHNPs and Psychiatrists, even for similar visit types. Using the wrong template can result in documentation that does not meet compliance requirements.
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Use this table to find the correct charting note template for your visit. Find your provider type, then match the service line and visit type.
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This table is meant to be a quick reference for the most common charting scenarios. We do our best to keep it current, but if anything here conflicts with the Appointment Types Wiki Table, defer to the Wiki Table.
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Use these templates if you are an FNP, PA, MD, or DO.
| Service Line | Visit Type | Patient Context | Template Name in Healthie |
|---|---|---|---|
| General Medicine & Urgent Care | Initial or Follow-Up | Any patient | USE THIS ONE KM: General Med Visit Pt |
| General Medicine & Urgent Care | Erectile Dysfunction visit | Any patient | USE THIS ONE KM: ERECTILE DYSFUNCTION VISIT |
| General Medicine & Urgent Care | Birth Control visit | Any patient | USE THIS ONE KM: BIRTH CONTROL VISIT |
| General Medicine & Urgent Care | Nicotine Cessation visit | Any patient | USE THIS ONE: KM NICOTINE CESSATION |
| Metabolic Care | Initial, Follow-Up, or Lab Review | Any patient | USE THIS: Metabolic Care Charting Note (Q1 - 2026) |
| Psychiatry & Mental Health | Initial | New-To-Klinic, NON-MAT patient | USE THIS ONE: Initial PSYCH Visit NON MAT Pt |
| Psychiatry & Mental Health | Initial | Existing Klinic patient, new to psych (not in SUD/MAT care) | USE THIS ONE KM: Existing Pt Initial PSYCH Visit |
| Psychiatry & Mental Health | Initial (Dual Diagnosis visit) | Existing SUD/MAT patient adding general psychiatry | USE THIS ONE KM: Existing Pt Initial PSYCH Visit |
| Psychiatry & Mental Health | Follow-Up | MAT patient | USE THIS ONE KM: FU PSYCH Visit MAT Pt |
| Psychiatry & Mental Health | Follow-Up | NON-MAT patient | USE THIS ONE KM: FU PSYCH NON MAT Pt |
| Addiction & SUD | Initial | Any patient | USE THIS ONE: KM SUD Initial Visit Charting |
| Addiction & SUD | Follow-Up | Established patient | USE THIS ONE: KM SUD Follow Up Visit |
Note: Medical Weight Loss and Metabolic Health have merged into Metabolic Care. Use the Metabolic Care Charting Note (Q1 - 2026) for every Metabolic Care visit.
Use these templates if you are a PMHNP or Psychiatrist.
| Service Line | Visit Type | Patient Context | Template Name in Healthie |
|---|---|---|---|
| Psychiatry & Mental Health | Initial | NON-MAT patient | PMHNPs - SPECIALTY: Initial PSYCH Visit NON MAT Pt |
| Psychiatry & Mental Health | Initial | MAT patient | SPECIALTY: Initial PSYCH VISIT MAT Pt |
| Psychiatry & Mental Health | Follow-Up | NON-MAT patient | PMHNPs - SPECIALTY: FU PSYCH NON MAT Pt |
| Psychiatry & Mental Health | Follow-Up | MAT patient | SPECIALTY: FU PSYCH Visit MAT Pt |
| Addiction & SUD | Initial | Any patient | PMHNPs - SPECIALTY: KM SUD Initial Visit Charting |
| Addiction & SUD | Follow-Up | Established patient | PMHNPs - SPECIALTY: KM SUD Follow Up Visit |