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load previous note choosing which note

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12 comments

  • Gillian

    Hi Karen, you can load only the last written note. However, this is a great idea, and you can vote for it at simplepractice.uservoice.com. That's how our development and Product teams determine which new features should take priority.

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  • Darlene Gelin

    Thanks

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  • Lindsay Dec

    I also have this problem. Thanks for asking. 

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  • Sarah A. Wells

    What if you added a chart note instead of a simple progress note. You still get to track the cancellation and correspondence but your last progress note will always be one from an actual session.

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  • Hope Arnold

    I agree that it would be helpful to be able to load notes of the same kind or CPT code.  For example if I run a group session, then loading that note for a client depending on the CPT code (rather than an individual session note) would be very helpful so I don't have to go back and figure out what I did last group session. 

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  • Emily Newberry

    I know that I have made this suggestion before and we are told to VOTE on it. I have seen this multiple times mentioned by others but I can't find a consolidated request so that we can all vote on the same one. I know this is a problem for almost everyone who uses different types for notes for different sessions on the same client. It doesn't seem like it would be difficult to do. My previous EHR company let you choose which note to copy (like a drop down option). I love the constant enhancements that SP is doing, but this one seems to need to take priority because copying only the last note seems antiquated. 

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  • Shelly Scamardo

    I would like to vote for this feature!

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  • Gillian

    Hi all, here's a link to the Ideas board post for this suggestion to make it easier for you to vote and provide your feedback: https://simplepractice.uservoice.com/forums/918553/suggestions/36554167

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  • Shelly Scamardo

    When I click on the link, it just repeatedly tries to load. Both this link and the link I received in the email.

     

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  • Gillian

    Hi Dr. Scamardo, we'd be happy to help with this. Since we haven't heard any other reports of our customers having this issue when attempting to access the Ideas board, I'm going to go ahead and have a member of our Success team reach out to you privately to assist. 

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  • Sarah E. Flock

    I'd like to do a "chart note" instead of a progress note... is there a way to remove the reminder that a note needs to be completed for a cancelled appointment?

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  • Ruth

    Hi Sarah - To remove a reminder from appearing in your Reminders tab, you'll want to click on its corresponding X. Here is a guide on Dismissing Reminders

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