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Charting3 min read

TCM charting

Chart pulse, tongue, pattern, technique and points in one form built for acupuncture visits.

Tactile editorial artwork for Tcm Charting

Between patients you want to chart the way the visit went, not squeeze a pulse, a tongue and a point prescription into a generic note. Goji's session chart is laid out around the acupuncture exam instead, so the form follows the order you work in.

Four tabs, with the summary always in view.

Where charting starts

Every session is tied to a real appointment, so the visit's date, service, provider and location live in one place. Use Start session on the calendar for a booked visit, and its details carry into the chart read-only. For a walk-in, or to chart a visit after the fact, choose New session on the patient's page, pick the service, provider, location and time, and Goji books the matching appointment as it saves.

Four tabs, in exam order

The tabs run the way a visit does. Notes first, because it is the quickest to fill and where the basics go, then the exam, with Points last, since the points follow from the pattern.

  • Notes: any custom fields you define, then a freeform note written with a formatting toolbar (bold, italic, links, lists, checklists and headings).
  • Pulse & Tongue: pulse by quality, and tongue body color, coating and shape. Pick as many of each as apply, for example a pale, purple body with a swollen, cracked shape.
  • Pattern & Technique: the pattern identified, with a field for other pattern notes, and the technique. Technique takes your modalities and a retention time in minutes.
  • Points: the points used, each set to left, right or bilateral.

Pulse is one overall reading by default. If you read all six positions, turn on Detailed pulse capture in Settings and the tab records them per position instead.

Technique can keep time for you.

Enter a placement time, or click Now, and the technique section works out when to remove the needles. It is a figure on the screen, not an alarm, and it only runs while the chart is open.

A summary that stays in view

Beside the form, a panel titled This session so far shows what you have charted: your custom fields, an excerpt of the note, pulse, tongue, pattern, technique and points. Empty sections show a dash. Each block is also a button, so clicking Tongue takes you to the tab that edits it. You never lose sight of the pattern while choosing points, and you don't hunt for a tab to fix one entry.

The open tab is kept in the page address as a tab name, so reloading the page returns you to the tab you were on. It holds no patient information.

Your vocabulary and your questions

The lists for pulse quality, tongue terms, patterns and techniques are yours to curate in Settings, and a term you type into a chart that is not listed is saved to your list as you chart. There is no built-in pain score. Practitioners track outcomes differently enough that a 0 to 10 scale, a named scale or one per complaint are each a custom field you set up, and they appear at the top of the Notes tab with a Customize fields button beside them.

A chart per service

The four tabs are the default chart. A chart template can reorder or leave off built-in sections for a kind of visit, and the tabs and summary follow: a chart with no pulse or tongue simply has no Pulse & Tongue tab, and a chart with only one of a pair names its tab for that one. A session keeps the chart it was started on.

Starting from something

You rarely begin from blank. A protocols strip applies a saved protocol with one click, and Copy from last session carries forward points, pulse and tongue, pattern and technique, but not the note, custom fields or diagnosis codes. The note and fields describe that visit, and diagnosis is chosen again or suggested on the superbill page. Clear session resets the form to a blank draft.

Try it in your own practice.