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Treatment plan and entering notes




  • Colleen Percival

    This would be an excellent feature to add.

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  • Ayelette

    Hi Linda and Colleen,

    When you go to an appointment's page to add a note, you can click Diagnosis & Treatment Plan on the top right to view the latest Diagnosis & Treatment Plan.

    You may then hover your cursor over any section of the plan and click Copy to copy that text so you can paste it into your note.

    To learn more, feel free to check out this Help Center guide: Navigating the Appointment page.

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