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Each month we host a live Deeper Dive so you can connect with us, our special guests, and each other + get lifetime access to the recording!

One way to think about charting is to come back to what’s the story that you’re trying to tell..

—  Annie Frisbie


In this bonus episode of one of our very first Deeper Dives, we’re talking about our charting adventures and spilling the tea on all the electronic charting platforms we’ve tried.

Plus we share our top-secret strategies for nailing that documentation, and let me tell you, customizing those charting templates is a game-changer. And checkboxes for intake? Total lifesavers!

This episode is all about mixing things up with our charting methods to make sure they fit just right in different settings.

Listen now to discover:‌ ‌ 

  • Identifying your platform preferences and challenges (01:36)
  • Making investments in the business, including marketing and charting platforms (08:45)
  • The storytelling approach to charting (24:33)
  • Charting practices in different settings, including the challenges and benefits (53:40)

“What is practical for your business?”

—  Leah Jolly

Links and Resources


1:36 – Platform preferences and Challenges

08:45 – Making investments

19:59 – Customizing charting templates

24:33 – The storytelling approach to charting

34:43 – Benefits of electronic charting

45:37 – Real time charting 

53:40 – Charting practices in different settings

About Us

Leah Jolly is a private practice IBCLC with Bay Area Breastfeeding in Houston, Texas. Annie Frisbie is a private practice IBCLC serving Queens and Brooklyn in New York City, and the creator of Paperless Lactation.

The Lactation Business Coaching podcast is produced by us and edited by Jillian Grover, who also writes our show notes. Our theme song is by Silas Wade.

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