Progress Notes Template

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Shirley B. Johnson

• January 12, 2019 01:48

I have created a progress note template and am willing to share it but am not sure how.  It works well on mobile and computer devices.

 

Shirley

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  Michael Mong

  • January 27, 2019 22:54

  Gillian, new to forum here.

  Would be most interested in SimplePractice developing the means to import and export templates.  The network effect would dramatically increase the value of the platform. 

  Here is  a great Medium post on the topic.

  https://medium.com/evergreen-business-weekly/the-power-of-network-effects-why-they-make-such-valuable-companies-and-how-to-harness-them-5d3fbc3659f8

  Thanks!

  Michael

   

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  Gillian

  • January 12, 2019 01:56

  Hi Shirley! You can take screenshots of the template and upload them as images on this post, if you'd like. 

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  Shirley B. Johnson

  • January 12, 2019 02:02

  It's too big for the screenshots.  Do you know how to download it as a template?

   

  Shirley

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  Shirley B. Johnson

  • January 12, 2019 02:03

  A template others can use that is.

   

  Shirley

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  Gillian

  • January 14, 2019 17:50

  Hi Shirley, currently, SimplePractice note templates cannot be downloaded and shared with other users. However, you can also take screenshots and save them on a Google Drive document to link here and share with our other customers as inspiration!

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  Gillian

  • January 28, 2019 19:31

  Michael, thanks for your suggestion! We are constantly taking feedback on ways to improve our platform. We have a post for making note and form templates shareable here: https://simplepractice.uservoice.com/forums/918553/suggestions/36553912

   

  I'd definitely recommend voting for that idea if you'd like to support it and show our Product team what's important to you. 

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  Melissa C Cook

  • May 21, 2019 17:06

  Hi, how do we e sign progress notes. It's my experience that only intake forms can be signed.  

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  Gillian

  • May 21, 2019 18:01

  Hi Melissa, after saving your note, you can click "Lock" to lock and sign the note. Please note that the note cannot be edited or changed after you lock and sign it. 

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  Janet L. Athey

  • June 23, 2020 22:14

  I'm looking for a way to print my name and practice info at the top of a my progress notes that need to be shared with other providers.  It appears that I can edit every other section of the note but how it looks at the top.

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  Ruth

  • August 13, 2020 21:13

  Hi Janet - Currently, you can't change the way the top of your downloaded Progress Note appears. You can add your name and practice information to each Progress Note manually. Alternatively, you can edit the Progress Note Template you're using in Settings > Notes and Forms to include sections with your name and practice information. 

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