Creating Progress Notes
Embedded Files
A progress note can only be created if there is an existing appointment on the calendar. Please be sure your calendar is always up to date!
There are two ways to access the progress note:
1. Directly from the calendar-
2. From the patient's chart-
You will find the note at the bottom of the patient’s medical record under "Progress Notes & Patient Notes".
The icon of a calendar with a check mark indicates a patient session, and this is where you will document your session note.
"Add a Patient Note" is NOT where you will document your session, this is simply a place for you to make a non-billable note in the record.
*A red dot next to the date of session indicates a note that has not been created yet.
*An orange dot next to the date of session indicates a note that has been created, but not signed and finalized yet.
*No dot present indicates a signed and finalized note.
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