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After visit summary to send to clients



  • Kim A. Nelson

    I'm curious what EHR you were using?


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  • Nicole “Nikki” Schwartz

    Lauren, I would love an automatic feature that did this. I have a field for homework at the bottom of my note. Certain items are perfilled to check off Bc they are so common (like Schedule your next visit on the client portal. Or schedule a Med check with your prescribing physician. Etc.)

    After I save the note, I copy this section and paste it in the messenger to the client. So they get a hw summary after each session and it’s documented with the note.

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