Client Profile: Records

Looking to view or print a clients comprehensive record? View a treatment plan? Share a record with another provider in your group? Fax a referral source? View or print the PHI release log?

Read on to find out what the client's Records tab in their Profile has to offer!


In this Article:

Records Overview

  • From any screen click Clients (left menu)
  • Click the name of the client
  • Click Records (top tab)
  • You'll then be presented with this screen:


The rest of the article will go top to bottom and explain this page.

Note: To the right, you'll notice the sections you can click on that will bring you to that section of the records page: Treatment Plan, Print Records, Chart Sharing, etc.

Add a Quick Note

At the top right of the Progress Notes section you'll see an button:

Article: Adding a Quick Note Entry

Chart Entries

  • At the top center you'll see your chart entries in chronological order: newest to oldest
  • If you have a few chart note records, you may find them collapsed like shown below
  • Click on the blue Chart Entry - Date link and the system will reveal the entire chart note for that date:


Article: Start Charting

Treatment Plan

Once the provider has entered information from a session, the client treatment plan details are accessed (or updated) within this section.

Outside an appointment session, you can:

  • View
  • Edit
  • Or print the treatment plan


Article: Treatment Plan

PHI Release Log

This will list all client record releases / generations in the system:


  • Click the printer print to generate a printout of the PHI Release Log
  • Click  & fill in the sections necessary to log in the client's HIPAA-compliant PHI Release file:

Fax Referral Source

TherapyAppointment is not intended to replace your existing faxing solution, yet faxing a referral source is one of those helpful features that has been added to allow basic transmission of information directly over to a designated referral source at no cost to you!


Article: Faxing a referral source

Chart Sharing

Chart sharing is a 'one way street' in the system (ex: Provider A shares notes with Provider B), or it can be a mutually shared 2-way street.

Chart sharing offers the following ability for the other provider to:

  • See client chart note records (Records tab)
  • See client treatment plan (Records tab)
  • See any clinically marked documents or online forms assigned under this provider
    • This is accessible under the client's Docs & Forms tab

Example below:

  • Provider John Doe has shared chart notes for this client with the other provider, Jenny Appleseed


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