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Documentation & Notes
Using today's best practices, learn how to manage client charts and document client care.
8 articles
Use client notes as a therapistLearn how to add notes to client charts as a therapist.
Use client notes as a prescriberLearn how to add notes to client charts as a prescriber.
Attach files to client chartsLearn how to upload attachments to your client charts.
Discharge a clientLearn how to discharge a client from your practice.
Amend or correct a signed noteLearn how to amend or correct a signed note on a client's chart.
Invoice + Note requirementsLearn how to provide notes as part of your invoice submissions.
Manage recurring measures & check-insLearn how to manage recurring measures and client check-ins.
Manage treatment plans as a therapistLearn how to establish and manage treatment plans using your provider portal.