Chart notes give you the flexibility to take note of anything relating to a particular client that’s not associated with a specific appointment. 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:
Note: Account Owners, Clinicians with Administrator Access, Clinicians with Full Client List Access for their own clients, Clinicians with Basic Access + Billing for their own clients, Clinicians with Basic Access for their own clients, Supervisors, and Practice Managers can view, edit, and add chart notes. Schedulers and Billers can view, edit, and add chart notes with the optional permission. To learn more about optional team member permissions, see Team member roles and access levels.
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
To create a chart note:
- Navigate to the client’s Overview page
- Type into the Chart Note field
- Click + 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.
You can view a client’s chart notes on their Overview page. To edit a chart note:
- Navigate to the client’s Overview page
- Hover your mouse over the Chart Note
- Click Edit
If you’re not able to view or edit an existing chart note, make sure that you’re viewing the client's Overview page in Excerpt View, not List View.
To change the view, click the Excerpt View icon below the Chart Note field. To learn more, see Changing your view.
Note: Chart notes can’t be signed and/or locked. Instead, you can add the note as an assessment to e-sign it. To learn more about assessments, see Adding assessments, diagnoses, and treatment plans.
