Termination Note
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I would like to be able to write an additional termination note, separate from the last session without having to make an appointment that isn't a real session. Is there a way to write a note like that? It would be helpful to be able to select and pull up a termination note like I pull up the Treatment plan. 

I also noticed there was not a template for a termination note. I created my own template but can't use it without creating an appointment. It would be helpful if I could do this someway. 

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    Gillian

    Hi Heidi, I'm happy to share that we're actively working on a feature that will allow you to create templated Assessments and Notes from the +Create button, as you described in your post. You can subscribe to updates on our progress on our Ideas board here: https://simplepractice.uservoice.com/forums/918553/suggestions/36552958

    In the meantime, you have several options. Some of our customers add a no-fee appointment to the schedule retroactively with a new service code for Report Writing. Others prefer to upload the Termination Note to the client's chart under the Stored Documents section. Others simply create a Chart Note. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

    Hi Heidi, I'm happy to share that we're actively working on a feature that will allow you to create templated Assessments and Notes from the +Create button, as you described in your post. You can subscribe to updates on our progress on our Ideas board here: https://simplepractice.uservoice.com/forums/918553/suggestions/36552958

    In the meantime, you have several options. Some of our customers add a no-fee appointment to the schedule retroactively with a new service code for Report Writing. Others prefer to upload the Termination Note to the client's chart under the Stored Documents section. Others simply create a Chart Note. 

    Let me know if you have any additional questions about this, or anything else SimplePractice. I'm here to help.

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    Trista McClarnon

    Hi Gillian,

    I thought I remembered a recent email explaining a way to add a note without having an appointment to attach it to. Did I make this up? I cannot find "how to" anywhere! Thanks

     

    Hi Gillian,

    I thought I remembered a recent email explaining a way to add a note without having an appointment to attach it to. Did I make this up? I cannot find "how to" anywhere! Thanks