Notes enable you to quickly and easily update client charts with information regarding your client's treatment, from initial assessment to discharge.
ⓘ If you need documentation support, explore the Clinical Resources section in the Grow Community. The Clinical Team offers an extensive library of materials to assist you in maintaining high-quality documentation in your practice. For live support, visit the Community Events page to find the New Provider Documentation Group and related offerings
Note types
Initial Assessment (AI Summarization enabled): A structured note designed for a client’s first visit. It includes pre-filled information from the initial paperwork and a treatment plan template that meets documentation requirements.
Initial Assessment (AI Summarization enabled): A structured note designed for a client’s first visit. It includes pre-filled information from the initial paperwork and a treatment plan template that meets documentation requirements.
You must select an appointment to create this note type.
If your client has previously completed Grow Therapy intake forms, the information they provided will transfer from those intake forms to the relevant section(s) in this note. Explore this guide to learn how to enable, disable, or manage your intake form settings.
Your notes are automatically saved as you continue through documentation. If you submit the invoice, the note will be added to the client's chart, and the invoice will be sent to the Grow Therapy billing team for processing.
Progress (AI Summarization enabled): A structured note streamlining essential documentation details by utilizing checkboxes and drop-downs in many required fields.
Progress (AI Summarization enabled): A structured note streamlining essential documentation details by utilizing checkboxes and drop-downs in many required fields.
You need to select an appointment to create this note type.
This is the only note type compatible with Grow's AI Summarization features.
Your notes are automatically saved as you continue through documentation. If you submit the invoice, the note will be added to the client's chart, and the invoice will be sent to the Grow Therapy billing team for processing.
SOAP: This note includes text boxes for subjective, objective, assessment, and plan (SOAP) details, as well as additional fields to capture standard documentation requirements.
SOAP: This note includes text boxes for subjective, objective, assessment, and plan (SOAP) details, as well as additional fields to capture standard documentation requirements.
You need to select an appointment to create this note type.
Your notes are automatically saved as you continue through documentation. If you submit the invoice, the note will be added to the client's chart, and the invoice will be sent to the Grow Therapy billing team for processing.
Chart (non-billable): Use this note type to add information that does not fit the other note types. The contents of a chart note are appended to the timeline on a client's chart. Learn more about chart notes here.
Chart (non-billable): Use this note type to add information that does not fit the other note types. The contents of a chart note are appended to the timeline on a client's chart. Learn more about chart notes here.
You do not need to select an appointment for this note.
Document non-billable services (e.g., care coordination or collaboration, reporting child/elder abuse or neglect) in this note to ensure all client interactions are captured.
Discharge Summary (non-billable): This note is used to summarize a client’s treatment and progress when an episode of care has been completed. This note can be used if the client disengages from treatment.
Discharge Summary (non-billable): This note is used to summarize a client’s treatment and progress when an episode of care has been completed. This note can be used if the client disengages from treatment.
You can only create a discharge note for clients who do not have future appointments.
Discharging a client archives them.
Add a note to a client's chart
A note can be added to a client's chart when submitting an invoice for an appointment or directly via the client's chart. If you've already submitted a note about the appointment via the client's chart and opted to submit the invoice later, submitting the invoice will auto-populate with the information from the existing appointment note.
🚨 Attention: You can edit a note's content but cannot change its type, such as Initial Assesment Note → Progress Note, once it is saved. Additionally, you cannot change it 24 hours after submitting it. Learn more about amending notes here.
Add a note via an invoice
To add a note to an invoice:
Navigate to Appointments via the sidebar navigation.
Select either the Unsubmitted or Expiring tab to review pending invoices.
Select the Submit Invoice option next to the desired appointment.
If you need to swap the note type of the appointment, select Template from the left-side navigation.
Complete the note, then select the Submit button in the upper right.
🌟 TIP: The note type defaults to the most appropriate for the kind of appointment held, such as a Progress Note for a Follow-Up appointment. Ongoing note types, such as a Progress Note, will also auto-populate with information from your last submission to make recalling a client's progress easier.
Finally, on the last screen, confirm the invoice information and select either the Submit option, which sends the invoice to the billing team for processing, or use the back arrow to return to the documentation section.
These notes are intended to help you safely leave your window or tab, as your work is saved automatically. If you're not ready to submit the invoice right now, you can go back to this page later without losing any progress.
🌟 TIP: Once you submit your notes as part of the invoicing process, you only have 24 hours to make additional changes. If more than 24 hours have passed, you must add a Chart Note addendum by following these steps.
Add a note to a client's chart
To add a note via a client chart:
Navigate to Clients via the sidebar navigation.
Search and select a client to open their client chart.
Ensure the Overview tab is selected beneath the client's name. Locate and select the Add Note option on their "Timeline."
Select the desired note from the pop-up menu and select Next. Certain note types, such as Progress notes, must also be associated with a specific appointment to organize the client's treatment information.
Fill out the note details and select the action button in the upper right. Multiple versions exist based on your note type. For example, a Progress Note might say Submit or Continue to Invoice, while a Chart Note will show Submit Note, and a Discharge Summary will show Save & Archive.
🌟 TIP: Ongoing note types, such as a Progress Note, will auto-populate with information from your last submission to make recalling a client's progress easier.
If you select a note type associated with a specific appointment and related to ongoing treatment, you can use the note information to quickly submit an invoice. Confirm the invoice information and select either the Submit option, which sends the invoice to the billing team for processing, or use the back arrow to leave the invoice process. Your note and invoice information are saved automatically.
View or edit a previous note
Once you submit your notes as part of the invoicing process, you only have 24 hours to make additional changes. If more than 24 hours have passed, you must add a Chart Note addendum. All saved notes are displayed in the "Timeline" section of the client's page. Individual notes are also accessible via the related appointment invoice.
View or Edit via an invoice
To view or edit a note via an invoice:
Navigate to Appointments via the sidebar navigation.
Select the Past tab to review invoiced appointments (e.g., Submitted).
Search for and select the desired past appointment.
Scroll to the invoice section and select the View Note link. Multiple versions exist based on the note type associated with the invoice.
After the note displays, you can view it or select Edit in the upper right to make changes. If the edit option is greyed out, too much time (>24 hours) has passed to update the note. Learn more about amending notes in this article.
View or edit via the client chart
To view or edit a note via the client chart:
Navigate to Clients via the sidebar navigation.
Select a client to open their client chart.
Search for and select the desired chart note or appointment note.
After the note displays, you can view it or select Edit in the upper right to make changes. If the edit option is greyed out, too much time (>24 hours) has passed to update the note. Learn more about amending notes in this article.