Progress notes can be templated and pre-selected when creating a note by assigning a default progress note template.
This helps save time by speeding up your workflow and reducing the amount of manual data entry required.
How-to
Assign a default progress note template to a service
Head to Workspace Settings.
Under Business, select Service.
Either Edit an existing service that you would like to assign a default progress note to, or select + New Service.
Scroll down to Default Progress Note Template and select a template from the drop-down menu.
Click Save to confirm the changes.
The progress note template will be selected when creating a note.
For example, if you have a standard Physiotherapy appointment, you can click Add progress note from the appointment details modal, and the progress note template will be selected.
