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.

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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 highlights with a blue border.

2. Click Create (top-right) to open the editor. The selected template loads into the note editor.

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

Click the appointment or activity in your calendar to open the event panel. Any attached progress note will appear in the Progress note section (draft or finalized). Click the progress note tile to open it.

A progress note attached to an event will appear in the event details panel.

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 progress note is attached, individual appointments show a progress note icon on the calendar, so you can quickly see which ones have a progress note.

The progress note icon means a progress note is attached to the appointment.

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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 choose Create a blank note): The selected option highlights with a blue border.

2. Click Create (top-right) to open the editor. The selected template loads into the note editor.

1. Add your progress 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.

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Related article

• Set up progress note templates – Standardize your notes and reduce repetitive typing.

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