Quick Note vs. Progress (Session) Note

In this article, we break down the 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.

Keep in mind this will become a part of the client's clinical record, and will be printed out with all the other (session) record notes when printing records.

To create a Quick Note, follow these steps:

  • Go to Clients (left menu)
  • Click on the name of the client, loading their profile
  • Click Records (top tab)
  • Click the button near the top:

  • Enter or adjust any diagnoses and enter your notes
  • Then click

Note: For more information about the quick note entry, check out this article: Quick Note

Progress (Session) Note

A Progress (Session) Note documents what took place during a client session / appointment, including billable CPT code(s) and optional modifiers.

To document a session note:

  • From the Dashboard: click on the appointment, then
  • From the Schedule: click on the appointment, then

Note: For more information about charting, check out this article: Start Charting

Related Articles