Client Documentation

Progress Note

• Downloading Progress Notes
• Enabling Group Notes
• How to Create Group Notes
• How to Create a Progress Note
• Why can't I edit my progress note?
• Correcting Errors Progress Note Errors

Treatment Plan

• How to Update Goals and Interventions
• How to Add Goals and Interventions
• How to Create Treatment Plans
• Assigning Treatment Plan Privileges
• How to Review Treatment Plans

Assessments

• Printing Assessments
• Recording and Viewing PHQ-9 and GAD-7 Assessments
• How to Create an Assessment Addendum
• Assessments: Assigning Review Privileges
• How to Create an Assessment

Docs & Dates

• Client Attachments
• Creating Custom Document Packets
• Creating Custom Document Types