New Format & Psychotherapy Note

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Tonya Hutchinson

• November 12, 2020 23:22

Since the change in format in SP, after I do my "SOAP" note it is forcing me to do a "Psychotherapy" note before I can save my SOAP note.  This is new.  I only prefer to do SOAP notes in SP.  Is there a way around this, or a way to only have to do one note?

Thanks!

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  Ruth

  • November 17, 2020 01:09

  Hi Tonya, happy to help here! If you've previously entered any text in the Psychotherapy Note box, but you'd like to delete it, you'll want to hit the "Delete" link instead of the "Edit" link to remove it.

  If you get the message "This field can't be blank," you've tried to "Edit" it. Instead, click "Cancel" > Discard and Continue, then click the "Delete" button the right of the "Psychotherapy Note." Alternatively, add something to the text field, hit Save, then click the "Delete" button. You can now navigate away from the Appointments Page without a Psychotherapy Note for the session. Hope that helps! 

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  Leanne Spencer

  • November 29, 2020 02:43

  I do not like the new note. It is very challenging to write a note on an IPAD pro and drag it into the note box. AWe lost the ability to upload to progress note. I want the ability to drag and drop my note into progress note. How could this not be added?

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  Ruth

  • November 30, 2020 21:46

  Hi Leanne, thank you for your honest feedback. If you'd like to add an attachment to the Progress Note, you'll want to click the paperclip icon to the top right of the new appointments page. You'll then be able to drag and drop a document into the box, just as you were able to before. Let me know if that helps! 

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