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Creating Custom Note Template
Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...
Writing a Session Note
Step 1: Once you have added the appointment to the calendar, click on the appointment to open the chart. Step 2: Then, select Add Note to open the session note.
Note Status Report
Run a report to discover the status of your notes. Step 1: Navigate to the Reporting page and select Note Status Report. Step 2: Filter by professional, date range, note status. Then, select Filter. Totals for each note type will show above the list. ...
Paste Previous Note Options
There are two options at the Practice Settings level regarding the "Paste Previous" note feature: Previous Note Select from 5 Previous Notes Please note: this is a global setting for all professionals within the account. After scheduling an ...
Creating Client or Staff Groups
STEP 1: Navigate to the GROUPS tab within the Account Settings section. STEP 2: Click on the +Add New Group button. STEP 3: Complete the fields within the Name & Description tab. Display group appointments on all staff calendars = appointment will ...