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  • Ayelette

    Hi Robert,

    We'd be happy to help with this. Because this is specific to your account, I’ve created a help request on your behalf so that a member of our Success team can reach out to you for more information and to provide account-specific guidance.
     
    To begin troubleshooting, one option may be that the note was inadvertently added to a different appointment than what was intended. To check this out, you can go to your Account Activity > filter by the relevant client > scroll to 5/4 and see the date of the appointment that the note was added to. My colleague will reach out to you for more information, however you may check this out in the meantime.
     
    For future reference, the quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT with a few exceptions for company meetings (you can view the full Live Chat details here). Although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform. We appreciate you acting as resources for each other in the meantime.
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