Types of Progress Notes
There are six types of progress notes available on the platform.
Session Note
Session notes are notes taken by therapists to document or analyze the content of a conversation during a therapy session. When creating a session note, the following fields must be completed:
- Duration: Select from 15 minutes – 120 minutes.
- Method: Identify whether the session took place in person, by telephone, or video.
- Date: Today's date is automatically selected, however you can select a different date by clicking on the calendar.
- You can select Add Attachment to upload and store a file in connection with the session note.
Event Note
Therapists can create event notes to record brief observations to be overlayed onto the patient's results display. This feature might be used to note medication changes, significant life events or other relevant items to contextualize a patient’s results. Event notes are visible on the note summary page and overlayed on the progress graphs in a patient's results display.
Note: Patients can view event notes.
Click here for more information about creating and viewing event notes.
Contact Note
Therapists can use contact notes to reflect communication with their patients. Entries may include details on scheduling, follow-ups, and logistics.
When creating a contact note, the following fields must be completed:
- Method: Identify whether the contact took place in person, by telephone, video, email, voicemail or fax.
- Date: Today's date is automatically selected, however you can select a different date by clicking on the calendar.
- Time: The current time is automatically selected, however you can adjust the time as necessary.
- You have the option of indicating who the contact was within the Contact field.
- You can select Add Attachment to upload and store a file in connection with the contact note.
Supervision Note
Supervision notes are notes used to document a therapist's interaction with a supervisor or supervisee regarding a patient.
When creating a supervision note, the following fields must be completed:
- Duration: Select from 15 minutes – 120 minutes.
- Method: Identify whether the session took place in person, by telephone, or video.
- Date: Today's date is automatically selected, however you can select a different date by clicking on the calendar.
- You have the option of indicating who the contact was within the Contact field.
- You can select Add Attachment to upload and store a file in connection with the supervision note.
Document
Therapists can use the document type to upload and store additional files such as administrative documents, patient assignments, medical records, and audio files. Multiple files can be uploaded within one document.
When creating a document, the following fields must be completed:
- Title: Name your document.
- Date: Today's date is automatically selected, however you can select a different date by clicking on the calendar.
- Description: Option to include a description of the document(s) in the text box below.
- You can select Add Attachment to upload and store a file in connection with the contact note.
Treatment Summary
A Treatment Summary can be used to summarize a patient's treatment or planned treatment. This note is flexible and can be used before, during or after a patient's course of treatment.
When creating a treatment summary, the following fields must be completed:
- Duration: Select from 15 minutes – 120 minutes.
- Method: Identify whether the session took place in person, by telephone, or video.
- Date: Today's date is automatically selected, however you can select a different date by clicking on the calendar.
- You can select Add Attachment to upload and store a file in connection with the treatment summary.
