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Quick Note vs. Progress (Session) Note
In this article, we quickly break down the key differences between the quick note, and progress (session) note used in our application to document interactions with clients.
In this Article:
Quick Note
A Quick Note is typically used when documenting non-billable information in the client's clinical record. This could be a quick call or email you wish to document for example, the possibilities are unlimited.
With a quick note you can review and update client diagnosis alongside a note section.
Keep in mind this will become a part of the client's clinical record. This means:
- It will be listed in the client's profile → Records tab (posted in chronological order)
- It will be printed out with all other (session) record notes when printing records
To document a quick note:
- Click (left menu)
- Click the client name
- Click Records (top tab)
- Find the top section Progress Notes and click (top right):
Progress (Session) Note
A Progress (Session) Note documents what took place during a client session or appointment, including billable CPT code(s) and optional modifiers.
These show up on your calendar, and primarily include billing, payment, and charting options.
To document a session note:
- On (left menu) → click on the appointment, then
- On (left menu) → click on the appointment, then
