VeraChart Onboarding

Agency Onboarding & Prompt Customization

Welcome to VeraChart! To ensure your prompt library is perfectly aligned with your agency's workflow, clinical standards, and billing requirements, please complete this brief questionnaire. We will use this information to customize your prompts prior to our live setup and training session.

Section 1: Agency & Team Profile

This helps us understand your specific scope of practice and team dynamics.

We'll send your confirmation and scheduling details here.

e.g., ACT, Peer Support, Intensive In-Home, Facility-based residential

4. Preferred Terminology *

How does your agency prefer to refer to the people you serve in official documentation?

Section 2: Core Prompt Customization

Tell us how your agency formats its standard documentation.

5. Standard Note Format *

What documentation format does your agency mandate for Progress Notes?

Specific phrases or sentences your state auditors or agency policies require in every note (e.g., "Interventions were provided to prevent higher level of care").

e.g., "Do not use bullet points," "Must include exact start and end times," "Must write in the third person"

Section 3: Extra Prompt Requests

Beyond the core package (Progress Notes, Crisis Calls, Visit Attempts, Collateral Contacts, PCPs, CCAs).

8. Do you require any additional, custom prompt templates? *

e.g., Incident Reports, Shift Summaries, Hospital Discharge Summaries

Section 4: Technology & AI Setup

This helps us prepare for your live onboarding and training session.

10. Approved AI Platform *

Which AI platform has your agency approved for your team to use?

What do you want to make sure these prompts solve?

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