Skip to main content

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

Answered
Follow
Regina Q. Mysliborski

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.

-1

Comments

1 comment

Date Votes
  • Ruth

    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. 

    0
    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post