Editable Progress Note Templates

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Amber Daum

• February 02, 2021 23:49

Does anyone else think it would be awesome if you could create a progress note template and when you clicked on it, it was able to be edited?! I like to have my sessions written out and then easily edited for each patient but currently can't do that :(

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  Gillian

  • February 03, 2021 00:30

  Hi Amber, happy to help. On our Professional Plan, you can create Progress Note templates for all kinds of client scenarios, and customize them as much as you'd like. Then, when entering a Progress Note for a client, you can choose which template you'd prefer to use. Let me know if you'd like any assistance with getting started on customizing your note templates.

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  Jill J. Dahmen

  • February 03, 2021 02:58

  I updated my progress note template several times until it had the right flow for me. I love this feature. I can get through my notes pretty quickly most of the time.

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  Katrina N. Johnson

  • February 06, 2021 20:34

  Hi I am new to the network and need help setting up many templates.

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  Gillian

  • February 08, 2021 22:39

  Hi Katrina, happy to help. SimplePractice has a great class on getting started with your intake templates - I'd recommend checking it out at simplepractice.com/classes.

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