Organization

Organization settings

Detailed pulse, date format, and your org's custom field definitions.

Settings are shared by everyone in your organization — a change here applies for every practitioner who charts in it.

Date format

Controls how dates are displayed throughout the app — session history, notes, patient details. This only changes display; how dates are stored is unaffected.

Time format

Controls how times are displayed on the Calendar, the dashboard schedule, and the public booking page — 12-hour (“2:30 PM”) or 24-hour (“14:30”), or the system default. Set once at onboarding alongside a default time zone, both editable here afterward.

Detailed pulse capture

Off by default. Turn it on to record pulse separately at all six traditional positions (left/right wrist × cun/guan/chi) instead of one overall pulse impression. Leave it off if you chart a single overall pulse reading, which is how most solo practitioners work.

Chart templates

A chart template decides what a chart has on it, so a microneedling visit isn't charted on an acupuncture form. Alongside your own fields, the built-in clinical ones — points, pulse, tongue, pattern, technique, and the visit note — can be reordered or left off entirely, which is the point: a service that doesn't take a pulse shouldn't show a pulse section. Each built-in can appear only once on a chart.

Every practice starts with one Default chart built from your session fields plus all six built-ins, in the order they've always appeared — so nothing changes until you decide to change it. Add another chart for a different kind of visit, then assign it to the services that use it under Settings > Scheduling. A service with no chart of its own follows the practice default.

See Custom fields for the field types you can add alongside the built-in ones (text, email, yes/no, select, date, number, and more).

A chart template is not a protocol. A template decides which fields exist; a protocol fills those fields in with a saved starting point. You'll use both — a template once per kind of visit, a protocol many times a week.

A session remembers the chart it was started on. Editing a chart template changes what you see onnew sessions, never on visits already charted — so a note written last month still reads the way it was recorded. If a field is removed from a chart, anything already charted in it stays in the record and keeps showing on the session card; it just isn't offered on new sessions.

Export your data

Download your patients, sessions, or notes as a CSV file at any time — three separate downloads, one per record type. This is your data, and you can take it with you regardless of what you decide to do with this app.

Fields that hold structured data (phone numbers, addresses, and clinical fields like pulse or pattern) are stored in each cell as JSON rather than split across many columns, so the export stays a complete, lossless copy of what's on the record — open it in a spreadsheet app to read it, or parse the JSON cells directly if you're moving the data somewhere else programmatically.

Billing details

Under the Billing tab: your practice's phone, address, and Tax ID (EIN), plus each provider's own NPI and credentials. Provider fields apply to that one practitioner, not the whole organization, since a document generated from a visit needs the identity of the provider who actually saw the patient. All of it appears on a superbill export, which won't generate until they're filled in.

The practice fields here are the default every location bills under. A practice running more than one location can give any of them its own billing address, phone, or Tax ID under Settings > Scheduling — useful because an insurer treats “who is being paid” and “where the visit happened” as two separate facts. With one location, there's nothing to do: fill these in once and every superbill uses them.

The same tab holds two more controls for that export. Patient-facing superbill export is on by default and can be switched off entirely if your practice doesn't offer superbills — the generate-superbill icon disappears from the schedule while it's off. Diagnosis codes is the ICD-10 list offered when generating one: it starts from a general acupuncture/TCM set, and you can remove codes you never chart or add your own. Removing a code never changes a visit that already has it recorded, and a "reset to the built-in list" link puts the original set back.

Goji never submits anything to an insurer on your behalf — a superbill is a document your patient submits themselves.

Appearance

Dark mode follows your system appearance until you set it explicitly, then stays on your choice going forward. This is a per-device preference, not an organization-wide one.

Formatted note editor

Turns on a note editor that shows your formatting as you write it — a heading looks like a heading, bold text is bold, a checklist has real checkboxes you can tick — instead of showing the ## and ** markers you typed. The toolbar, the shortcuts, and the / menu all work the same way in both (see Notes).

This is your own preference, not a setting for the whole practice — everyone chooses their own, and it follows you between devices. It applies everywhere you write a long note: session notes, patient notes, protocols, long-text fields, and form questions you're building.

Your notes are stored exactly the same way with it on or off, so you can switch whenever you like and nothing about your existing notes changes. Patients filling out a form you sent always get the plain version, whichever you've chosen for yourself.