Changes I made to my progress note template not presenting for sessions

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Melissa L. Featherstone

• February 11, 2021 18:46

I recently modified my progress note template. When I open the note automatically presented on the calendar and on the client's record, it is not my modified version. It is the old version. I can go to assessments and open the modified one, but then I the auto populate from last session and treatment plan are not available to me.  Also, the old note template one is sitting in the client record not completed in addition to my modified templet note for the session. So it looks like I haven't completed my note.  

How do I get the modified template to present automatically for sessions and remove the old one?

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  Ruth

  • February 16, 2021 19:14

  Hi Melissa, did you make this Template Type an Assessment, or was it a Progress Note Template? If you can see the new Template version listed in the client's Overview page > New > Assessment, then you made the new version an Assessment Template, not a Progress Note Template. To make this also available when you create a note for your clients' appointments, go to your Settings > Notes & Forms, click on the Assessment Template you edited and change the Template Type to Progress Note. If you're using the "Load Previous" function, then the same version of the Progress Note Template that the previous note was entered in. 

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