Creating a Chart note

To create a new chart note, go to the client’s profile, and select the “Chart” tab

If this is your first note for this client, tap “Create note.” Otherwise, tap the “+” button in the top right corner.

Enter the date, time, and duration of the relevant appointment, followed by your chart notes. Type, copy and paste, or use the iPad “scan text” (link) feature to enter your notes. When you’ve completed your note, tap “Save.”

Saving the note as a draft gives you the option to come back to edit and complete the note later. Signing and saving finalizes the note.

Amending a Chart note

If you need to edit or amend a previously signed note, simply open the relevant note and tap “Amend.”

From there you can make any necessary changes to your note.

You can see all previous versions of an amended note in the “Version History.”

How long do you keep charting?

Curv stores chart notes for 10 years (or 10 years from the client’s eighteenth birthday), and even if a client deletes their Curv account or removes you as a provider, you will still have access to these notes.

Importing Chart notes

Currently, it isn’t possible to import files into Curv’s charting feature. If you are transferring to Curv from another Electronic Health Record (EHR) system or practice management solution, see below some options for securely storing your existing notes electronically.

Google Drive

Google drive is compliant both HIPAA and PIPEDA security requirements when used appropriately. For more information see the HIPAA Implementation Guide and Google Cloud and PIPEDA.

Encrypted USB

An encrypted or password protected USB or hard drive is another secure option for storing electronic health records. Some USBs include pre-installed encryption, which require a password each time you access your files. Alternatively, you can use native software on both Windows or macOS to encrypt a USB.

Encrypt a USB on Windows
  1. Connect a blank USB to your computer
  2. In file explore, find your USB. Right click on your drive and select “Turn on BitLocker”
  3. Choose how would you like to encrypt the drive. For the purpose of this guide, we will use a password.
  4. Enter a strong password.
  5. Choose how you would like to store your recovery key. This is important as it is how you will access the information stored on your drive if you lose or forget your password, keep your recovery key safe!
  6. Choose how much of your drive you would like to encrypt.
  7. Choose your encryption mode. If you plan to use your USB across multiple Windows devices, choose Compatible mode.
  8. Start encrypting! Once completed you have an encrypted drive.
Encrypt a USB on macOS
  1. Insert a blank drive or USB to your computer
  2. Open finder and find Disk Utility
  3. Choose your drive from the list on the left-hand side.
  4. Go to the “Erase” tab. In the “Format” box choose “MacOS Extended (Journaled, Encrypted). Choose a name for your drive.
  5. Create a strong password. Be sure it’s memorable, or kept in a safe place as retrieving your files if the password is lost will be difficult.
  6. Encrypt your flash drive and move your files onto the drive.


When storing electronic health records, be sure you utilize technological safeguards (such as password protection, encryption, and regular or automatic data back-ups), along with physical safeguards (such as locking cabinets, or devices), and administrative safeguards (including written policies and training) to maintain ensure security.

Attaching files

Curv’s charting feature does not include the ability to attach files within the chart at this time, but we are looking into building this tool. Stay tuned.

Split screen: chart during Calls

Boost your efficiency by charting during your calls. Utilize the split screen function on the iPad to have your video call and chart note open at the same time:

A few minutes prior to your call, host your appointment to start the video call. Then, tap the three dots at the top of your iPad screen and select “split view.”

Open the Curv Health app from your home screen, and then open the client’s profile, select the chart tab and create a new note.

You’ll now have a side by side view of your video call and chart note.

Using the “Scan Text” option on the iPad to enter chart notes

If you’ve written your note on your computer, or another device, you can quickly transfer it over to your client’s chart in the Curv Health app using the iPad “Scan Text” feature. To do so, tap and hold in the text box of the chart note, then tap “scan text.” Position your iPad so that the text you’re wanting to transfer to your note appears within the camera frame; when the yellow frame appears around the detected text, tap “insert.” Your note should now be displayed in the chart note, no typing or copying and pasting needed!

Close icon
Scan this QR code with your device to get started.

Or find Curv Health for Providers on the App Store.
Download Curv Health on the iPhone App Store!