Faster Charting. Fewer Clicks.
🎓 Need a Walkthrough?
Step-by-step training videos are available in ElevateNow.
If you do not have access, email support@envisionnow.com to be added.
Meet Treatment Hub
Documentation shouldn’t feel like tab gymnastics.
Treatment Hub brings client forms, flexible charting, and clinical tools into one seamless workspace so you can finish charts faster without switching systems.
Everything connected.
Everything in one place.
Everything built to move at the speed of your practice.
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Table of Contents
🖥 One Seamless Workspace
Inside the client chart, you’ll now find:
Patient forms
SOAP notes
Labs
E-prescribing
Telehealth
Chart history
RxForms
No platform hopping. No disconnected tools. Just one unified workflow.
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✍️ Document Your Way
Not every visit is the same. Your charting shouldn’t be either.
Use One-Page Simple SOAP for quick visits
Use Customizable Templates for structured or complex treatments
Chart on PatientNow (web) for full clinical access
Use RxPhoto mobile for injectable visits and photo markup
Smart data mapping ensures customizable fields land in the correct PatientNow tabs automatically.
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🔁 Faster Repeat Visits
Because repeat visits shouldn’t mean repeat work.
Carry forward prior treatment notes
Use templates designed for recurring services
Reduce duplicate documentation
Complete charts with fewer clicks
Efficiency that compounds over time.
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Treatment Hub Charting & Intake Articles
Article Title
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Description
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Review and configure system-wide settings that directly impact Treatment Hub workflows. This includes Digital Form automation, Laser label configuration, scheduling rules, and security settings. Required before fully configuring RxPhoto charting and automation updates.
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Create and customize digital intake, consent, and treatment forms. Learn how to build fillable forms and organize them into form packs.
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Learn how EMR fields pull data from the client’s chart and update records when forms are finalized. Understand when to use EMR vs. standard fields.
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Set up services so they connect properly to charting workflows and automation. (Included in course materials.)
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Automate form delivery, send forms manually by email or SMS, or have clients complete forms in-office.
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Understand the client point-of-view and in-office workflow for completing and signing digital paperwork.
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Review forms, manage status, monitor client completion, and ensure intake updates push correctly to the client’s chart.
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Navigate the Charting tab, use Carry Forward, search for forms, complete treatment documentation, and finalize notes properly.
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Learn how Plan Items and treatment documentation transfer directly to checkout to reduce double entry.
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Locate completed forms, uploaded documents, and client images within the Treatment Record and Client Profile.
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💡 Tips & Tricks for Success
💻 Recommended Workflow & Device by Service Type
Notes sync across devices, giving you flexibility. For best results:
🖥 Chart in PatientNow (Web Browser) when you need:
Full client record visibility
Access to all clinical tools
Broader chart history
📱 Use RxPhoto Mobile for Injectables when you want:
Stronger photo markup
Photo markup–driven chart-to-checkout automation
Choose the device that supports the service you’re delivering.
🧭 Choose the Right Chart Option
Use the Charting Tab for:
Complex treatments
Custom templates
Repeatable, structured workflows
Use One-Page Simple SOAP Notes for:
Quick, simple visits
No setup required
Fast when you need it. Structured when you want it.
🛠 Start with What You Already Have
Already using RxPhoto templates?
Your current forms are now available inside PatientNow
Edit them to add data-mapping widgets if needed
Not using templates yet?
Use the Global Template Library
Copy and edit instead of building from scratch
Embed EMR widgets to unlock syncing into PatientNow tabs
No need to reinvent your workflow. Just refine it.
🔁 Use Carry Forward to Save Time
Carry Forward is ideal for:
Membership visits
Package services
Repeat treatments
Follow-ups
Workflow:
Choose a prior treatment
Click Carry Forward
Select the new date
Edit what changed
Documentation completed in a fraction of the time.
💳 Master Chart-to-Checkout Automation
Treatment Hub connects documentation directly to checkout.
To trigger automation:
Option 1: Simple SOAP in PatientNow
Use the Plan Items section
Option 2: Customizable Charting in PatientNow
Use the SOAP widget in your template
Fill out the Plan Items section
Right-click the appointment and select Check Out Client
Option 3: Photo Markup in RxPhoto Mobile
Add a client photo
Mark up the image
Mark the note Director Review, Supervisor Review, or Complete
When documentation and checkout talk to each other, double entry disappears.
Why It Matters
Treatment Hub reduces documentation friction across your clinical workflow.
Less switching.
Less re-entering.
Less second-guessing.
More flow.
More consistency.
More time for patients.
Treatment Hub is live. Open your next client chart and experience the difference. 💚