Add a progress note

Learn how to create a progress note for a client.

Overview

Progress notes can be added directly from the Calendar, Client profile, or Sessions. Only practitioner-based roles can create progress notes. You can start with a blank note or use a reusable template to save time.

Add a progress note from the calendar

1. Go to your Calendar and click on an appointment or activity to open its panel.

2. Under Progress note, click Add progress note.

1. Select a template (or choose Create a blank note): The selected option will highlight with a blue border. Then click Create in the top-right corner to open the editor.

All templates load into the note editor so you can start documenting right away.

1. Add your note content.

1. Click Finalize note (top-right) when you're ready to complete and save the note.

Tip: If you’re not ready to finalize, click Exit (X) to save a draft. Draft notes remain editable until finalized.

Ways to access a progress note created from the calendar

Progress notes created from the calendar are easy to find. You can open them from two places:

1. From the calendar event

The progress note appears in the Progress note section of the event panel. You can click to view the note. Both draft and finalized notes are shown here.

The progress note is linked inside the event details.

2. From the client profile

Go to the client’s profile, scroll to Progress notes, and click View next to the note to open it.

How to quickly tell if an appointment already has a note

After a note is finalized, the appointment on the calendar shows a solid checkmark icon ✓ so you can quickly see which sessions have completed documentation.

The solid checkmark icon shows a finalized note is attached.

Add a progress note from the client profile

1. Open the client’s profile: Go to Clients, locate the client, and click Actions → View (or simply click the client’s name).

2. In the Progress notes section, click Create note.

1. Select a template (or "Create a blank note"): The selected option will highlight with a blue border. Click Create in the top-right corner to open the editor.

All templates load into the note editor so you can start documenting right away.

1. Add your note content.

1. Click Finalize note when you're ready to complete and save the note.

If you’re not ready to finalize, click Exit (X) to save a draft. Draft notes remain editable until finalized.

Once finalized, the note appears in the client’s profile under Progress notes.

Related article

• Create a progress note template

• Using the text editor for notes and templates