Do a Note from the Scheduler

You can do an Intake, or Progress from an Appointment marked Kept in the Scheduler, or you can do a Missed Appointment Note from an appointment marked Patient or Therapist Cancel.

Intake and Progress Notes

For an appointment marked Kept, depending on the CPT code entered in the New Appointment window, you can do either a new Intake or Progress Note for the client.

Select the appointment. (It must be marked Kept). Right click and select Session Note..., or select it from the Appointments menu. This launches a new note which opens in the Session Information section.

The appointment date, time, and CPT code as entered for the appointment will automatically be entered in the corresponding fields for the note, and the note will be listed in the Note Hx tab, Patient window.

Missed Appointment Note

You can do a Missed Appointment note on an appointment marked Patient Cancel or Therapist Cancel.

Select the appointment. (It must be marked Patient or Therapist Cancel).

Right click and select Session Note..., or select it from the Appointments menu. This launches a new Missed Appointment note.

The appointment date and type as entered for the appointment will automatically be entered in the corresponding fields for the note, and the note will be listed in the Note Hx tab, Patient window.