Edit Notes and Treatment Plans
To open a note or treatment plan to edit it:
| • | Select the client. |
| • | Click the tab in the Patient window for the type of note you want to edit. Intake, Progress, Discharge, and Missed Appointment Notes are listed in the Note Hx tab. Treatment Plans are listed in the Tx Plans tab; and Incidental Notes are listed in the Incidental tab. |
| • | Click the note in the list to select it. From Documentation or right mouse menu, select Open, or double click on a note or treatment plan to open it. |
If necessary, select Refresh Note History from right mouse or Documentation menu, or click Refresh button on toolbar to refresh list in Note Hx tab when you make changes to the date, CPT code, or session length.