Maintain detailed client histories with structured, easy-to-use treatment note templates.
Instructions
- On the Calendar, click the appointment
- Click Treatment Note, then Choose template...
- Select the appropriate template, then write the treatment note
- When you're finished, click the Finalize note toggle, then the Save & Close button
📱 Using the app?
- From the Calendar, tap on the appointment
- Tap Treatment Note
- Select a note template and fill it out
- When finished, tap Finalized to save the note