Streamline Your Workflow & Save Time 

The Pre-Charting Checklist is your go-to tool for efficient, structured, and stress-free pre-visit preparation. Designed for busy primary care providers, this digital checklist helps you quickly assess patient history, optimize documentation, and ensure a smooth clinical encounter—all before stepping into the exam room. 

Why Pre-Charting Matters 

Many providers believe that pre-charting takes too much time, but the reality is that going into a visit with a clear understanding of who the patient is and why they’re there actually saves time. Instead of searching for key details during or after the visit, you’ll have the information you need upfront—leading to smoother visits, fewer interruptions, and less risk of missing critical issues. 

What Pre-Charting Helps You Do 

✅ Know Your Patient Before You Walk In – Quickly review demographics, social factors, and recent visits. 
✅ Stay Ahead of Documentation & Follow-Ups – Identify unresolved issues, pending labs, and outstanding referrals. 
✅ Optimize Time During the Visit – Reduce mid-visit searching by having the right information in front of you. 
✅ Improve Accuracy & Efficiency – Keep problem lists, medications, and chronic disease management up to date. 
✅ Avoid Missed Preventive Care & Key Diagnoses – Ensure screenings, immunizations, and specialist recommendations are addressed. 
✅ Use Your EHR More Effectively – Leverage sticky notes, templates, and tools for a structured approach.