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Managing documentation on iPhone/iPad

Nadya
Updated

You can add and keep track of progress notes, psychotherapy notes, and diagnosis and treatment plans in the SimplePractice for Clinicians mobile app. Below, we'll cover:

Note: To view our main guide on the mobile app for iPhone, see Getting started with the mobile app for iPhone/iPad. To use Note Taker with the mobile app, see Overview of Note Taker.

Adding a progress or psychotherapy note on iPhone/iPad 

After adding an appointment, you’ll have the option to add a progress note or psychotherapy note.

Note: You can also view progress notes and psychotherapy notes for prior appointments by viewing the appointments from the calendar.

To add appointments and view them from the calendar, see Managing appointments on iPhone/iPad.

To add a progress note or psychotherapy note to an appointment on the app:

  1. Tap the appointment in the Calendar
  2. Select Add + next to Progress note or Psychotherapy note

Appointment details screen showing Add + next to Progress note and Psychotherapy note

  1. If you’re adding a progress note, tap the two arrows next to Template and select your template
    • You can choose from all of the active progress note templates in your SimplePractice account

Progress note screen showing the Template dropdown for selecting a template

  1. Fill out your progress note or psychotherapy note, as needed
    • If available, you can also select Load previous note to populate and edit the content of the client’s last progress note
  2. Tap Save

After saving a progress note, you have the following options:

  • Choose the pencil icon to edit the note
  • Choose the square and arrow icon to copy, share, or print the note
  • Select Sign to sign and lock the note

Progress note screen showing the Sign option to sign and lock the note

Note: To use Note Taker to automatically create progress notes within the mobile app, see In-person Note Taker on iOS.

You can also add and view progress notes through the Documentation option in the client’s Overview page. 

Overview screen on mobile with blue arrow pointing to Documentation option

After tapping Documentation, you’ll be able to view the progress note and psychotherapy note status for all of the client’s individual appointments. If a note has been created, you’ll be able to tap View for that note.

Documentation screen showing appointments with notes. Arrow points to a locked progress note.

Note: A padlock symbol next to View indicates whether a note has been signed and locked. 

If a note hasn’t been added to an appointment, tap Add next to the note you’d like to create. 

Note: You won’t be able to add notes for group appointments through the mobile app. You can use the browser version of SimplePractice to add these. For more information, see Adding progress notes for group appointments.

Viewing diagnosis and treatment plans on iPhone/iPad

You can view a client’s latest diagnosis and treatment plan by navigating to the client’s Overview page, and tapping Diagnosis and treatment plan.

Overview screen on mobile with blue arrow pointing to Diagnosis and treatment plan option

You can also view the client’s other other diagnosis and treatment plans:

  1. Tap Documentation on the client’s Overview page
  2. Select Diagnosis and treatment plan to view the plan 

Documentation screen showing appointments with notes. Arrow points to a diagnosis and treatment plan.

Note: There is no way to add or edit a diagnosis and treatment plan on the mobile app. To do this, use the browser version of SimplePractice.

Managing chart notes on iPhone/iPad

You can add a chart note for the client. To do this:

  1. Navigate to the client’s Overview page
  2. Tap + Create chart note

Blue arrow points to the Create chart note option in the Create menu on the client's Overview screen.

  1. Add the contents of the note
  2. If you’d like to adjust the date and time of the chart note, you can tap the date and/or time fields

Blue arrow points to the time field when adding a chart note for a client.

  1. Tap Save

To view, edit, or delete an existing chart note: 

  1. Tap Documentation on the client’s Overview page
  2. Select Chart note to view the chart note for a certain date

Blue arrow points to a chart note entry in the client's Documentation screen.

  1. Tap Delete note to delete the note, or select Edit to edit the note

Edit and Delete note options on the chart note screen

Filtering for documentation on iPhone/iPad

If you'd like to view certain documentation on the mobile app for a client, you can tap the filter icon at the top right of the Documentation page.

Documentation screen with a blue arrow pointing to the filter icon in the top right corner.

You can select the following types of documentation to filter:

  • All items
    • This is selected by default
  • Appointments
    • This will filter the Documentation page for available progress notes and psychotherapy notes for each appointment
  • Diagnosis and treatment plans
  • Chart notes

You can also select Sort to filter for documentation based on a certain timeframe. 

Filter screen with a blue arrow pointing to the Sort tab.

The default timeframe is All time. 

Once you've selected your preferred filters, tap Apply filters. If you'd like to reset to the default filters, tap Reset. 

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