Provider Templates

Build a library of providers and attribute orders, notes, and other chart entries to them in your patient templates.

Provider Templates let you create a reusable library of providers, each with a name, credentials, specialty, and profile picture. When you build a patient template, you can choose which provider each entry is attributed to, so your charts look and read like real patient records.

 

Accessing Provider Templates

 

  1. In the left menu, expand Templates.
  2. Click Providers to open the Provider Templates library.

🔍 What You'll See

🔎 Search: Quickly find a provider by typing in the search bar.
🗂️ Filter Tabs: View All, System, Organization, or My Providers.
📋 Provider Details: Each row shows the provider's Name, Credentials, Specialty, and Scope.
⚙️ Actions: Use Edit Provider or Copy & Edit to manage providers.
 

Provider Visibility

System

Created by ChartFlow and available to everyone. System providers can't be edited, but you can use Copy & Edit to make your own version.

Organization

Shared with everyone at your school.

Private

Visible only to you. These appear under My Providers.

 

Creating a Provider

 

  1. On the Provider Templates page, click New Provider.
  2. Choose a Template Visibility: Private or Organization.
  3. Optionally, click Upload Profile Pic to add a photo.
  4. Enter the provider's Name, Credentials, and Specialty.
  5. Click Save.
💡 Tip: Any instructor can create providers. Use Organization visibility to share providers with your whole program so everyone builds charts with the same care team.
 

Editing and Copying Providers

 

  1. Find the provider in the Provider Templates list.
  2. Click Edit Provider to update it, or Copy & Edit to create a new provider based on it.
  3. Make your changes and click Save.

⚠️ Who Can Edit

You can edit your own Private providers. Content Admins can edit Organization providers, the same as other templates. System providers can only be copied.

 

Using Providers in Patient Templates

 

Note: Provider selection is available only when building patient templates. Students do not see this option.
  1. Open a patient template and go to any flowsheet, such as Orders or Notes.
  2. In the top toolbar, click the Entering as selector (it shows your name by default).
  3. Search for and select a provider from the list. You'll see System, Organization, and your Private providers.
  4. Click Done.
  5. Add or edit entries. They'll be attributed to the selected provider.
Coming Soon: Providers will also be available in upcoming outpatient features, including prescriptions, pharmacy tech, and a calendar, later this year.
 

If you have any questions, feedback, or need assistance, please don't hesitate to reach out to our support team.

We're here to help!