> ## Documentation Index
> Fetch the complete documentation index at: https://help.onsuki.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with charting

> Turn on client charts, choose who can see them, and decide which services start a chart.

export const WhoCanDoThis = ({permission, feature, plan, devices}) => {
  const rows = [];
  if (permission) rows.push(["Who can do this", `Owners, and anyone with the ${permission} permission`]);
  if (feature) rows.push(["Feature", `${feature}, turned on in Settings, Business, Features`]);
  if (plan) rows.push(["Plan", `${plan} and above`]);
  if (devices) rows.push(["Works on", devices]);
  if (!rows.length) return null;
  return <Info>
      {rows.map(([label, value]) => <span key={label} style={{
    display: "block"
  }}>
          <strong>{label}:</strong> {value}
        </span>)}
    </Info>;
};

<WhoCanDoThis permission="Manage charting settings" plan="Clinic" devices="computer and tablet" />

Charts keep a clinical record for each client: a chart entry for each visit, a medical summary of allergies, medications and conditions, photos and files. Entries are signed with a PIN or Face ID, and every view, change, signature and export is logged.

## Turn on charting

<Steps>
  <Step title="Open Charting">
    Go to **Settings**, **Business**, then **Charting**.
  </Step>

  <Step title="Turn on Keep client charts">
    Turn on **Keep client charts**. The first time, read the Data Processing Agreement with **Read the agreement**, then tick to accept it.
  </Step>

  <Step title="Choose the rules">
    Turn on **Require provider signature** for providers to sign their own charts, **Require Medical Director sign-off** for a Medical Director or an owner to review each chart, and **Ask clients for privacy consent** to ask clients to agree to health records and photos. Choose how long to **Keep records for**, counted from the client's last visit.
  </Step>

  <Step title="Choose which services start a chart">
    Under **Charts by service**, check each service that should start a chart entry when it's booked, and pick its template.
  </Step>

  <Step title="Save">
    Select **Save**.
  </Step>
</Steps>

**Charts** appears in the menu for everyone allowed to see charts.

## Choose who can see charts

Charts have their own permissions: **View client charts** (charts where the person is the provider), **View everyone's client charts**, **Manage client charts**, **Sign client charts** and **Export charts**. Select **Team** beside **Edit staff roles and permissions** to set them for each person. See [Change a team member's permissions](/business/team/change-permissions).

## Good to know

* Charting is part of the Clinic plan. On another plan, the switch says how to change your plan.
* **Templates** has the headings you write under. Select **Manage templates** to add your own.
* Owners see **Access log**: who opened, changed, signed or exported each chart.
* Turning charting off deletes nothing. Charts are kept for the time you chose, and come back when you turn it on again.

## Related articles

* [Write a chart entry](/business/charts/write-a-chart-entry)
* [Sign a chart entry](/business/charts/sign-a-chart)
* [Roles and permissions](/business/team/roles-and-permissions)


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