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Daily note

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  • Ayelette

    Hi Heather,

    You can add a progress note for a past appointment in three ways:

    1. On the client's Overview tab, click the Appointment heading to view the detail page for that appointment and add a note.
    2. On the client's Overview tab, click +Progress Note beneath the Appointment heading.



    3. On the Calendar, click the small notepad icon on the appointment.

    To learn more, feel free to check out this Help Center guide: How to use progress and psychotherapy notes.

    If you would like additional guidance related to your account, please feel free to reach out to us by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account and we'd be glad to work with you.

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