Daily note

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Heather Franks

• June 27, 2021 23:18

I just started the trial.  I put one patient in on schedule and filled out his info.  Where do I access to put in the daily treatment note.  There are no icons in the schedule for mine

 

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• 

  Ayelette

  • June 28, 2021 00:04
  • Edited

  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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