Use Progress Notes to Manage the Complete Clinical Record

Progress notes allow therapists to record information about their patients and securely store it within each patient's profile. There are six different types of notes available:

  • Session Notes
  • Event Notes
  • Contact Notes
  • Supervision Notes
  • Documents
  • Treatment Summary

Who Can Create and View Progress Notes?

Only therapists and admins can create progress notes. Patients cannot create or log notes.

How to Create a Progress Note

Progress notes are simple to create and can be created from the Patient List or from within a detailed patient record. 

Step 1: Navigate to the Notes tab, then select Create Note.

Step 2: Select the type of progress note you would like to create from the drop-down menu. 

Step 3: After you press Save, the note will appear on the Note Summary view.

Next Module: End of Treatment Process

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