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Using chart notes

Using chart notes

Chart notes give you the flexibility to note anything that you need to relating to a particular client. Chart notes display on the Client Overview page in chronological order, based on the date set when adding the note.  

In this guide, we'll cover:

Adding a chart note

Chart notes are tied to a client’s medical record. Some of the most common ways we see SimplePractice customers using this field is to record:

  • Notes from a client phone call, email, Secure Messaging conversation, or document
  • Comments about the client or appointment details
  • Vitals (height, weight, BMI, blood work, etc.)
  • Medication history
  • Facesheet information

You can create a chart note by navigating to a client’s Overview page, typing into the Chart Note field, and clicking + Add Note.


Tip: You can pin a chart note to the top of the client's record by setting the date to some time in the future. Since the client's record is organized chronologically, the chart note will stay at the top.

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