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:
- From the schedule click on a client appointment, then click on the far right buttons
- 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.