Entering Notes for Existing Clients

Start with an Intake note for your existing client. Backdate the note for the actual Intake date. Enter a minimal amount of information. Include the Diagnoses.

Do a Progress note for the next scheduled session.

Starting with an Intake note assures that you will be able to generate complete and meaningful reports on your patient population. By doing an Intake for existing clients, you'll capture the necessary data.

The Quality Assessment Report, which require a minimum of an Intake and a Discharge Note, lists the average number of sessions or hospital days. When you complete a Discharge note, you can, if you desire, enter the total number of sessions or hospital days to get accurate figures. To do this add pre-QuicDoc sessions/days to the calculated number shown and change the amount to the new total in the Session Information screen of the Discharge note.