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How to create session/progress notes for established Clients?

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9 comments

  • Gillian

    Hi Floanna, I'd be happy to help with this. Because a Progress Note currently needs to be associated with an appointment in SimplePractice, we don't recommend going back and entering past Progress Notes when you're getting started with SimplePractice. Many of our customers choose to scan paper progress notes in bulk, then upload them to SimplePractice for secure storage. Under My Account > Settings > Business Documents, you can upload a ZIP file with all of your past scanned notes. 

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  • Lindsay Dec

    Hi Gillian,

    What about current clients with appointments in SimplePractice. i have one client I like to use paper notes with, because we do a lot of CBT (cost/benefit analysis, evaluating thoughts...) together on paper. I don't want to have to recreate this on a digital note. Is there a way that can just be photographed and uploaded, but still show up under notes in the client overview? 

    Thank you,

    Lindsay 

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  • Monika

    Hi Lindsay, you can easily attach a scanned file to a Progress Note. To do so, open the Progress Note, and click +Attachment. Then, you upload a document from your computer's files to attach to the note.

    Additionally, you can use the SimplePractice mobile app to quickly snap a photo of your paper note and attach it to the appointment. To do so, open the Progress Note using your SimplePractice mobile app and tap the + button. Then, select "Take photo" and use your phone's camera to take a picture of the note to upload to the appointment note. The photo will not be saved to your phone.

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  • Julie Hattershire

    Monika, I've tried this and it's not working for me. I have the free trial for the next few days...could that be why? If not, can you or someone else help me understand what I'm doing wrong? Thanks!

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  • Monika

    Hi Julie, please note that there is no difference between a free trial account and a paid account. I reached out to you via email with additional assistance. 

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  • Julie Hattershire

    I saw that, and replied. Thank you so much for your help!

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  • Gail Papay

    I created several customized forms in my Notes & Forms section and want to use them for client files (i.e., Progress Notes, MSE, TX Plans, etc.) vs. the SP standard forms. How do I retrieve those documents and apply to a client's file when I'm about to add a Progress Note--for example. Only SP's "Chart Note" is in the drop down menu. How do I get my forms to be options in that drop down menu?

     

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  • Ruth

    Hi Gail - It sounds like you might have the Essential Plan. On the Essential Plan, customized Progress Notes are not available. If you'd like to learn more about our various plans, please refer to our subscription plan page, here: https://www.simplepractice.com/pricing

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  • Linda Zini Motts

    I would like to add handwritten notes into the “progress note” block not as attachment. 

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