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Using administrative notes in SimplePractice

Using administrative notes in SimplePractice

Note: Administrative notes are only available on the Professional Plan.

An administrative note functions just like a sticky note that you’d put on a client’s file for your staff. They allow you to leave a note on a client's profile, so that you and your non-clinician staff can view it.

Any team member with access to the client's profile will be able to view, edit, and/or delete notes. This means that your Schedulers and/or Billers will also be able to view this note, or leave their own without having access to the client's full clinical record. 

In this guide, we'll cover:

Note: Administrative notes are included in a client's complete data export; however, they're not part of a client's clinical record.


Adding administrative notes

To add an administrative note to a client's profile, navigate to the client's Overview page and follow these steps:

  • Click + Administrative Note
    addadministrativenote.simplepractice.overviewpage.png

  • Type the information in the Create Administrative Note field
    typeadministrativenote.simplepractice.overviewpage.png
  • Press Save and you should see your note at the top of the client's Overview page
    savedadministrative.simplepractice.overviewpage.png

Editing administrative notes

To edit an administrative note, navigate to the client's Overview page and follow these steps:

  • Click the + icon, then press Edit
    editadministrativenote.simplepractice.overviewpage.png
  • In the Edit Administrative Note field, make the changes you need and press Save

Printing administrative notes

To print an administrative note, navigate to the client's Overview page and follow these steps:

  • Click the + icon, then press the printer icon
    printadministrativenote.simplepractice.overviewpage.png
  • Make any adjustments you need in the Print prompt and press Print

Deleting administrative notes

  • Click the + icon, then press Delete
    deleteadministrativenote.simplepractice.overviewpage.png
  • In the Delete Administrative Note prompt, click Delete now if you're certain you want to delete the note

Note: If a team member deletes the note, the note will be deleted from the client’s profile and no other team member will be able to view it.

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