The best way to get support is by email (support@chartcaddy.com) or by phone (405-698-3681). Phone support is available during standard business hours of Monday through Friday, 8AM to 5PM CST except for nationally recognized holidays. Email will be answered as quickly as possible during standard business hours and may also be answered outside of normal support hours.

Training Login

Normally to log into and use the system you open up a web browser and go to https://www.chartcaddy.com. However, there is a training login available at https://beta.chartcaddy.com for when you want to experiment or just play with the system. The training system is separate and distinct from the regular system, and the data in the training system gets over written with a copy of the regular system every Thursday morning. This means that after an account for you is added to the system you may not be able to log into the training login until the following Thursday.

Classes and Permissions

When your administrator sets up your ChartCaddy login, one of the things they specify is what user class you belong to and any extra permissions you have. Permissions determine what documents you have access to (including client charts), how much of a document you have access to, and what changes you can make to a document. Together with document statuses and chart item flags, permissions also determine whether or not you can create a new documents and how far you can work a document through the system. A user class is simply a bundle of permissions that can be assigned to a user that has a common role in the organization, like administrator or service provider.

Help Content

This help content is available online (https://help.nontrivial.net/portal/kb/nontrivial-solutions/chartcaddy), when logged into ChartCaddy under the top level "Help" main menu option, and in PDF format (https://www.chartcaddy.com/static/chartcaddy-help.pdf).