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switching from paper to

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  • Ayelette

    Hi Shelley,

    I'd be happy to help here.

    First, to confirm that your new Progress Note template is available to use, go to Settings > Notes & Forms > confirm that the relevant template is checked.

    Next, on a client's Overview tab, click +Progress Note to add a progress note to a specific appointment > under the Progress Note heading, click on Simple Progress Note to expand the dropdown list and view all of your available templates > select the relevant template to populate that template on this appointment.

    After you've used a particular progress note template on a client's appointment, that template will be the default template that appears on future appointments. In addition, you can click Load Previous Note to populate the prior note's information so that you can simply edit it as needed for the new appointment.

    For more guidance on using progress notes, feel free to check out this Help Center guide: How to write your progress and psychotherapy notes.

    Note that the ability to use progress note templates is only available on the Professional Plan.

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