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



1 comment

  • 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. 

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