Make the most of ChartPerfect

Train your team more effectively with our success coaching and custom EHR training services. Continuous education services are available as needed at no additional charge.

Success Coaching and Training

ChartPerfect’s customized EHR training solutions and ongoing support can be delivered through one-to-one live web sessions, group webinars, training videos and more. Our team of training professionals work with you to determine the best strategy and delivery methods based on your practice’s needs.
ChartPerfect’s EHR and practice management training solutions

Something for Everyone

From providers to front office and back office administrators, our flexible training options are designed to ensure high productivity, efficiency, and usability of ChartPerfect.

New User Training
New users will learn how to navigate the ChartPerfect interface to successfully access patient visits from intake to check-out, in the most optimal and efficient way they learn. The main goals of the course are to ensure each staff member is familiar with the operation and functionality of ChartPerfect and to instill best practices from day one.

End-User Training
Training can be more effective when it is organized according to the roles and responsibilities of your staff. Our End-User Training sessions are tailored to specific EHR functions and workflows to ensure your staff are familiar with material related to their daily duties.

Super User Training
Super users are valuable staff members who can assist staff with ongoing training and support and help with new staff member onboarding. Once trained, these in-house trainers will be the go-to team for EHR questions and will act as a liaison between the implementation team and the end users. Our Super User Training course will prepare your team of selected key employees for any training needs, whether it be ongoing assistance, the addition of new modules or upgrades.

Training 101

To help you get the most out of ChartPerfect, we offer a wide variety of training options. Our delivery methods are created with efficient tools and processes to maximize the learning experience with the least amount of disruption.

Live Web Training
Leverage the benefits of live training without the hassles and expenses of travel. Clinical staff can join web training from their home or office with daily sessions. These sessions enable experienced and new users alike to achieve the best results with ChartPerfect solutions.

Self-Paced Training Videos
After go-live, you can continue using ChartPerfect’s library of videos to expand your knowledge and stay up to date with new software releases. Our tutorial videos are available 24 hours a day and are designed so that you can learn at your own pace. New videos are added regularly.

On-Site Training
Large groups can take advantage of our in-house training programs for onsite training.

Advanced Training
We understand that training doesn’t end with implementation. It is a continuous journey with opportunities to make adjustments along the way. Our trainers will provide in-depth strategies to save you time, adjust configurations to optimize your workflow and make the most of ChartPerfect’s more advanced capabilities.

ChartPerfect EHR and practice management training

More than software

You’re not alone. Our team will work with you to build a training program designed specifically for your unique practice’s needs. Your dedicated success coach will serve as guide, advisor, and partner, every step of the way. Each trainer is engaging, knowledgeable, and most importantly, here to make sure you get the best value out of ChartPerfect.

ChartPerfect EHR success coach

Here for you at every stage

Regardless of where you are in the journey and the complexity of your workflow, we have the expertise to work as an extension of your team, ensuring our solutions have a strategic impact on your practice.


Get up and running quickly with our dedicated success coaching team. They’ll work with you to understand your goals and design a training strategy on day one that is tailored to fit your needs.


As your practice evolves, your needs change. ChartPerfect can help you fine-tune automation and redesign a workflow process, so we stay in step with your practice—no matter how you change or grow.


Our partnership goes beyond the software. For providers looking to optimize their workflow and transform their practice, we will partner with you to identify areas of opportunity and develop a comprehensive strategy for deploying a scalable solution.

Frequently Asked Questions

What is the cost of training?

We only charge for onsite training with travel related costs. Our pricing is structured to meet the specific needs of each client. Since each practice is different, we will work with you to get you the most affordable price based on your current training needs.

How long does the training last?

Webinars are performed several times per day, typically for an hour each. Live Web training is typically 2 hours for most sessions and broken down by staff responsibilities. Onsite training is usually 40 hours and in one week. Every attempt will be made to accommodate any scheduling requirements.

What locations do you provide onsite training?

We offer onsite training for larger groups throughout the U.S.

How many staff members should we train?

There is no limit to the number of staff members that can attend each session. To improve retention and muscle memory, we recommend breaking into smaller groups of 3-6 people to allow for more focused training on specific tasks.

Explore the full ChartPerfect platform