Using Counseling Progress note or Standard Progress note in client's overview

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Regina Q. Mysliborski

• February 23, 2021 21:47

I would like to use one of the above mentioned templates as progress notes for my clients, but I do not know how to get them from the library to my client's overview page.

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  Ruth

  • April 06, 2021 16:46

  Hi Regina, you'll want to create an appointment for the client and then create a Progress Note for that appointment. From the Calendar you can hit the Add Note link to create a Progress Note and select a template from the ones you've added in your Settings > Notes & Forms, or you can go to the client's Overview page, after the appointment time has passed and hit +Progress Note under the appointment in question. 

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