Quick Note vs. Progress (Session) Note

Quick Note

Quick Note is typically used when documenting non-billable information in the client's clinical record. An example of this: "The client called and briefly discussed...'". To create a Quick Note, within the client profile view, select the Records top tab. The Add Quick Note button will be available near the top.

Progress (Session) Note

Progress (Session) Note always documents what took place during a client session, including a billable CPT code. To document a session note, within the scheduled appointment, select the Start Charting option from the quick pick menu.