The therapy notes template can be added to an appointment as it is being made, or can be added and edited later by users with the appropriate permissions.
To add a therapy note when creating a new appointment:
- In the “New Appointment” pop-up, click the Notes tab.
- Select Note from the “+Add” drop-down menu
- In the “New Notes” pop-up, For the “Type” of note, select Therapy Note. This will auto-fill either the custom text created by your organization in the Company Settings, or the default information included with your software.
- Click Add to have the note template added to the appointment.
Click here to learn how to edit therapy notes.
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