Progress Notes


For every client appointment, you can add a Progress Note and a Psychotherapy Note from the Session Details page.

Progress & Psychotherapy Notes

Progress Notes are tied to the Medical Record of a Client.
If you are required to share client records with other professionals or insurance companies, the progress note for each session will be included when you print out the note.

Psychotherapy Notes are not tied to the Medical Record of the Client and do not need to to be shared with others except if your records are subpoenaed. 

Adding a Progress Note

Notes are added on the Session Details page. You can access this page from the calendar or from the client's chart.

Option 1. Select the appointment from the calendar page. A note icon will indicate that a note has not yet been written. Click the icon to access the Session Details page.



Option 2. Head to your client's chart by clicking Clients > Client Name and click the Add Progress Note button.


Write Your Progess and Psychotherapy Note

Once you are on the Progress Note page, simply start typing into the blank box provided.  

If you are on the Essential Plan, you will be able to select a Simple Progress note (blank) or populate the note field with a SOAP or DAP note.  

On the Professional Plan, you can select from your list of customized notes templates. We have provided a note template as an example.




You can load (and edit) the previous note by clicking "Load Previous Note." This'll pull forward your previous session's progress note for this client. 


Once on the Session Details page, type your Progress and/or Psychotherapy notes in the appropriate fields. 

When you have completed your notes, be sure to Click Save.

Have more questions? Submit a request