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.
How to view or edit an existing chart note
You can view a client’s chart notes on their Overview page.
To edit a chart note, hover your mouse over the Chart Note and click Edit.
If you’re not able to read 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.
Note: Chart notes can’t be signed and locked at this time. If you need to sign a note, you can add it as an assessment. To learn more about assessments, see our guide on Adding assessments, diagnoses, and treatment plans.
