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Is there a way to see old notes while you are typing a current note?



1 comment

  • Sara

    Hi Lauri,

    First, you'll navigate to your current session's progress note. You can do this by clicking on the appointment from the Calendar and clicking Add Note from the fly-out, or by navigating to the client's Overview Page and clicking + Progress Note on the appointment. 

    You are able to access previous notes while in your current progress note by clicking on the Previous Appointment tab. This will bring you back to your last note you had with this client, which would then allow you to navigate even further back, or jump forward to your current note.

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