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Termination Note

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8 comments

  • Shana Huizenga

    Susan - I was looking for the same thing and finally found this post that should help. It was not easy to find. 

    https://support.simplepractice.com/hc/en-us/articles/360010129451-Saving-a-Discharge-Summary-in-a-client-s-file

     

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  • Gillian

    Hi Trista and Dorothy, I'm excited to share that our feature allowing you to create templated, lockable Assessments in SimplePractice that aren't associated with a date of service has been released. To use it, simply click +Create on your client's Overview page and select Assessment. You can add Assessment Templates to SimplePractice and create your own customized templates under My Account > Settings > Notes and Forms > Template Library. Let me know if you have any questions about using this new feature. 

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  • Susan Robens

    it has been a couple years....any new updates? suggestions?

     

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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.

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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

     

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  • Dorothy Cashore

    Hi, I want to second the original post from Gillian -- I understand that I can create a fake no-fee appointment or upload a termination note to stored documents, but both these fixes strike me as clumsy and unnecessarily complicated. I am really hoping SimplePractice will make it possible for clinicians to simply add a *lockable* termination note/discharge summary that is not associated with an appointment, in the same way we can currently add a chart note that is not associated with an appointment. This is one of the features I am missing that was available in Titanium.

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  • Dorothy Cashore

    Very helpful, thanks!

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  • Susan Robens

    thank you Shana!

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