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Utilizing a previous session note




  • Ruth

    Hi Amanda - From your new appointment, add a Progress Note, then click the Load Previous Note link. You'll be able to load a previous note as long as it's in the same template format as the last note entered. 

    Here is a screenshot of this from my test account:

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  • Megan Bevington

    If a client is being seen by another therapist, how do I "Load Previous Note"? Recent client was seen by another therapist for a visit and the clinician was unable to pull forward previous note- she had to open in a new tab and copy/ paste note. Is this because the note was linked to another clinician?

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