Body Chart Templates is a template-management page. It's where you build and maintain the gallery of base body diagrams — front, back, head, chest, a specific joint, or whatever your clinic's specialty calls for — that become available to choose from whenever a clinician annotates a patient's body chart. What you do here is upload images, name them clearly, and keep the gallery organized so the right diagram is easy to find later.

It's worth being precise about what this page is not: it has nothing to do with actually marking up a diagram. The pen, eraser, text, pan, zoom, color, and undo/redo tools that a clinician uses to draw on a diagram live entirely on the patient's own record, in the Clinical tab's annotator. This page only decides which blank diagrams exist to choose from in the first place.

In this article
  • What this page manages, and what it deliberately doesn't
  • Uploading a new body chart template
  • Naming conventions that keep a growing gallery usable
  • What happens to existing annotations when a template is edited or removed
  • Where these templates get picked up and used
Body Chart Templates settings page
The Body Chart Templates gallery showing several uploaded diagrams (front, back, head) as thumbnails with their names and edit/remove actions.
This page manages the diagrams, not the annotation tool This settings page only covers uploading and organizing the base diagrams. The pen, eraser, text, pan, zoom, and color tools used to actually mark up a diagram on a patient's record are covered in the <a href="/patient-record/patient-record-clinical-tab/">Patient Record: Clinical Tab</a> article.

Uploading a new template

1

Open Body Chart Templates

Go to <strong>Settings &gt; Body Chart Templates</strong>.

2

Add a new template

Start a new template and upload the base diagram image you want clinicians to be able to annotate, such as a front-view or back-view body outline, a head diagram, or a diagram of a specific joint or region.

3

Name the template

Give it a clear, specific name — for example <code>Front — full body</code> or <code>Head — lateral</code> — so clinicians can pick the right one quickly while charting, without opening several thumbnails to check.

4

Save

Save the template to add it to the gallery. It becomes available for selection immediately, the next time anyone fills in a Body chart field.

There's no restriction on what image you upload — most clinics use standard anatomical outlines, but a specialty clinic might upload something more specific, like a dental chart or a detailed hand diagram, if that better matches the kind of documentation the practice actually does.

A gallery with three or four diagrams barely needs organizing — it's obvious at a glance which is which. That stops being true once a clinic accumulates a dozen or more templates across different regions, views, and specialties. The only thing standing between a fast, confident selection and a clinician squinting at ambiguous thumbnails during an appointment is a consistent naming convention, decided once and applied to every upload after.

  • Name by <strong>region, then view</strong> — for example <code>Knee — anterior</code>, <code>Knee — lateral</code> — so templates for the same body part sort and scan together.
  • Upload a separate template for each region or view you actually use, rather than one generic full-body diagram meant to cover everything — a generic diagram is harder to annotate precisely and slower to interpret later.
  • Edit an existing template to change its name or replace its image, rather than uploading a near-duplicate under a slightly different name.
  • Remove a template you no longer want clinicians to see in the picker, once it's clearly been superseded or was a one-off that turned out not to be needed.
Removing a template doesn't touch existing annotations Removing a template from the gallery only affects what's available to choose going forward. Body charts already saved on a patient's record keep their diagram and markings exactly as they were — nothing is retroactively altered or hidden on existing patient records.
Editing a body chart template
Editing an existing body chart template: renaming it and replacing its uploaded diagram image.

Where these templates get used

Every diagram you upload here shows up as a choice whenever a clinician fills in a Body chart field on a patient's record — whether that field is part of a patient form built with the form builder, or added directly from the Clinical tab. Picking a template loads that diagram into the annotator, where the clinician marks it up with the pen, text, and other drawing tools covered in the Clinical tab article.

Frequently asked questions

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