Paste an Excel graph of weekly progress into a note or assessment

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Nancy Gajee

• June 08, 2022 19:11

I collect weekly checklist data on client progress and graph it in Excel. I've noticed that the paste function doesn't work when I try it with a graph from Excel. Is there a way to make this work? It would be nice to be able to copy and paste the graph into a treatment summary, treatment plan or progress note. Would be much simpler than having to upload a separate file every time and would be very helpful to be able to see the graph along with the note, plan or assessment.

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  Sara

  • June 09, 2022 18:08

  Hi Nancy,

  Currently it is not possible to copy and paste a graph into a treatment summary, treatment plan or progress note.

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