Writing a Quick Note

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

To document these types of occurrences, within the client profile select the Records top tab. Choose to ‘add quick note’. This next screen is where to make the note entry. The system will automatically time and date stamp the note.


**NOTE: Quick notes are part of the chart notes. This is true when printing a chart with a quick note addition as well.

What if the phone call was two days ago and you are just now documenting it? Then simply write, for example; "On Tuesday, July 28, 2020 the patient called to discuss…" This will make the note easily understood.

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