Writing a Quick Note

Quick notes allow users to document occurrences within the system that will become a part of the client's records tab (and printed records).

There are many instances you may wish to document non-billable information into the client’s clinical record.

⚠️  Note: The following roles are required for use:

📄 To post a quick note:

  • Owner or Manager
  • Any therapist of the client (or their supervisor)
  • Biller

👁️ To view a quick note:

  • Any therapist of the client (or their supervisor)
  • Records Custodian of that therapist

Add a Quick Note

To document these types of occurrences, use the following steps:

  • Go to Clients (left menu)
  • Click on the name of the client
  • This brings you to their profile
  • Select Records (top tab)
  • Choose

  • This next screen is where to make the note entry. The system will automatically time and date stamp the note.

⚠️ Note: Quick notes are a part of the client's chart notes, visible in chronological order in the records tab

Adding a Quick Note as an Owner, Manager, or Biller

If you don't have access to the Records tab, don't worry! You can still add a Quick Note with either of the following steps:

  1. From the schedule click on a client appointment, then click on the far right buttons
  2. From the client profile, under "Clinical Information" click the edit button:

What if the phone call [or other event] was two days ago and you are just now documenting it?

Then simply write, for example; "On Tuesday, July 28, 2022 the patient called to discuss…" This will make the note easily understood.

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