Zenoti
Forms and Charting

Intelligent, All-in-One Charting — Built for Medspas

Zenoti simplifies charting with AI-powered treatment notes and summaries and a unified medical records view, giving providers speed, accuracy, and confidence in every consultation.

Intelligent, All-in-One Charting — Built for Medspas

End Charting Chaos Once and For All

Providers waste valuable time toggling between disconnected tools, chasing incomplete charts, and manually entering chart data, leading to delays and burnout. Zenoti integrates everything into one intuitive, mobile-ready platform—simplifying every step of charting from intake to insights with AI-driven automation.

Retain Your Guests

One Unified Platform

Charts, photos, medical records, and compliance dashboards—all easily accessible across web, tablet, and mobile.

Keep Revenue In-House

Faster & Accurate Charting

Custom build charts using ready samples or drag and drop builder, automate note taking with DOT phrases, streamline intakes with condition-based logic, and easily access past charts and critical patient information.

Reduce Churn

Always Compliant

Automatically send intakes, track completion in real-time, and maintain documentation compliance effortlessly.

Retain Your Guests

AI Assistance

Cut charting time by 40% with Zenoti’s AI, transcribing consultations in real time and auto-filling charts to reduce workload and boost efficiency.

How Zenoti Charting Works

As soon as an appointment is booked, Zenoti auto-sends tailored intake, consent, forms directly to patients—no manual follow-up needed.

01. Instant Forms Upon Booking

When a patient walks-in, providers can instantly check for form fill status on the appointment book, access unified patient medical records, including history, allergies, medications and so on,

02. Comprehensive Patient Profiles

During consultations, providers use intuitive tools like DOT phrases, dynamic charts, and in-app clinical photography with annotations to accurately document interactions effortlessly.

03. Real-Time Charting

Zenoti’s AI generates instant treatment  notes and insightful  summaries, highlighting risks and recommended follow-up actions to enhance patient care.

04. Intelligent AI Automation

Providers can easily complete charting and submit charts for Doctor’s review. Compliance dashboard provides a comprehensive view of unfilled forms and incomplete documentation.

05. Compliance at a Glance

Unlock Powerful, Customizable Charting Features

Build Personalized Smart Forms

Choose from a robust library of pre-built templates. Easily customize fields, apply conditional logic, and manage visibility settings to match your unique business requirements.

Automate Form Distribution

Forms are instantly sent after appointments are booked, with real-time completion tracking to ensure documentation readiness before patient arrival.

Centralize Medical Records

Access all crucial patient data—including allergies, medications, and notes—in a single, organized view, updated automatically for accuracy and ease.

Leverage AI for Effortless Documentation

Auto-generate editable SOAP notes and detailed treatment summaries, significantly reducing manual documentation and enhancing precision.

Accelerate Charting with Intuitive Tools

Use built-in tools like DOT phrases, auto-syncing data fields, and integrated clinical photography for swift and accurate charting without workflow interruption.

Simplify Compliance Management

Built-in dashboards provide real-time visibility into documentation status, simplifying bulk review and ensuring ongoing regulatory compliance.

Enhance Patient Care and Communication

Automatically send booking confirmations, appointment reminders, and pre/post-care instructions to enhance patient experiences and outcomes.

Chart Anywhere, Anytime

Work seamlessly across desktop, tablet, and mobile devices, empowering providers to manage charting flexibly and efficiently from anywhere.

Dr. Kelly Cobb

“Zenoti's forms and EMR features have made charting and documentation much easier for our clinicians. It has added efficiency and provided checks and balances for me as the clinic owner.”

Dr. Kelly Cobb

Owner, Nouriche Wellness & Asethetics

Integration

Connect Effortlessly with Telehealth Integration

Seamlessly integrate Zoom for virtual consultations, further expanding your service delivery capabilities.

Effortlessly Integrated for Maximum Impact

Reduce Your Admin Time and Ensure Compliant, Accurate Documentation Today

FAQ

Zenoti employs AI and smart automation features, including DOT phrases and dynamic forms, to streamline charting processes dramatically.

Yes, Zenoti’s platform is fully optimized for web, tablet, and mobile, allowing complete documentation flexibility.

Incomplete forms are flagged automatically, prompting timely follow-up by providers to maintain compliance.

Absolutely. Zenoti ensures robust HIPAA compliance, safeguarding patient information through integrated security measures and compliance dashboards.

Yes. Zenoti’s flexible form customization allows tailoring for specific providers, services, or business needs.

Yes, with built-in photo management, providers can capture, annotate, and securely store before-and-after images directly within the platform.