Reload previous progress notes

Follow

You can make note-writing super easy by reloading content from your last note. Reloading a previous note's content can be done for both a SimplePractice progress note or any custom notes template you create. Custom Notes Templates are available on the Professional Plan. 

 

  1. Navigate to your client's progress note page.  
  2. The page will open with the Simple Progress Note. Do not change the template even if the past note was not written using the Simple Progress Note.
  3. Click the Reload Icon (circle arrows) on the top right corner of the note.  This will immediately bring up the last session's note, whether a Simple Progress Note or a Custom Note Template.

Remember: Always reload from the SimpleProgress note. The reload arrows won't be visible from any of your Notes Templates.

 

Have more questions? Submit a request

Comments