Progress notes

Learn how to create, edit, and manage client progress notes in Caspen.

Progress notes help practitioners document each session clearly and consistently. You can create notes directly from the Calendar, a client’s profile, or using AI-powered assistance. Templates help standardize your clinical documentation, ensuring accurate and efficient record-keeping across your practice.

Progress notes are visible only to practitioner-based roles and authorized team members.

• Add a progress note – Create a new progress note for a client.

• Using the text editor for notes and templates – Learn how to format text, tables, images, and interactive fields.

• Using body chart templates in progress notes – Add body charts to progress notes and mark them up with drawings, labels, and symbols.