Add a progress note
Add progress notes/reports from the calendar or from the client record
Splose avatar
Written by Splose
Updated over a week ago

You can write a progress note for a client by going to the calendar and clicking "Add progress note".

The alternative method is to go into the client record and click +New note.

This will open up the progress note, allowing you to select a template, and either copy the previous note or copy the latest practitioner note.

Write any notes/reports and then click "Save as final" once completed.

You can revert a note back to draft within 47 hours before it becomes finalised.

After 48 hours, an addendum can be added.

Add any details in the addendum and then click save.

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