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Managing documentation on Android

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 Android, see Getting started with the mobile app for Android. To use Note Taker with the mobile app, see Overview of Note Taker.

Adding progress notes and psychotherapy notes on Android

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

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

To add appointments and view them from the calendar, see Managing appointments on Android.

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

  1. Tap the appointment in the Calendar
  2. Under Notes, select Add Progress Note or Add Psychotherapy Note

Appointment details screen showing Notes with Add Progress Note and Add Psychotherapy Note options

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

Add Progress Note screen showing the Template dropdown and template options

  1. Fill out your progress note or psychotherapy note, as needed
    • You can tap Load Previous Note to pull in the note from their previous appointment
  2. Tap the checkmark to save the note

Add Progress Note screen showing the checkmark button used to save the note

After saving a progress note, tap on the progress note again to view it. You'll have the following options:

  • Choose the pencil icon to edit the note
  • Choose the three dot icon to print the note
  • Select Sign 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 Android.

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 unlocked 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 Android

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.

A padlock symbol next to the plan will indicate whether a note has been signed and locked. 

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 Android

You can add a chart note for a 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 from the Client Overview

  1. Tap Note for [CLIENT] and add the contents of the note

Blue arrow points to the field to enter note content from the Client Overview.

  1. If you’d like to adjust the date and time of the chart note, you can tap the Date and/or Time fields
  2. Tap the check mark

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 created chart note in the client's Documentation page.

  1. Tap Delete note to delete the note
  2. Select Edit to edit the note

Blue arrow points to the Edit button for an existing chart note.

Filtering for documentation on Android

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 filters. 

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