How To: Create a Note

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TherapyNotes provides a variety of robust note templates to help you complete clinically-rich documentation quickly and easily. Each of our templates are specially designed for the unique needs of behavioral health professionals and combine dropdown menus, checkboxes, and text fields to balance speed and ease-of-use with person-centered documentation. An emphasis on organization and readability make our note templates ideal for audits.

Because TherapyNotes is built on a streamlined workflow, a corresponding appointment must be scheduled on the calendar in order to create most note types.

Creating Notes

Create a note from your To-Do list

Click To-Do

Whenever a scheduled appointment occurs, TherapyNotes automatically creates an item on the To-Do list to complete the note for that session.

Click on the link in the To-Do list item to create the corresponding note.

Create a note from the calendar

Click Scheduling > Click the appointment > Notes tab

Clicking on a completed appointment brings up a dialog with additional details regarding the appointment as well as related notes and billing items. The Notes tab of this dialog has links to complete notes that may be related to the session, including the appropriate session note, Process Note and Missed Appointment Note.

Click on the link for whichever note type you wish to create.

Create a note without an appointment

Click Patients > Patient Name > Documents tab

Not all documentation in TherapyNotes is associated with an appointment. To view all of the note templates that you have access to in TherapyNotes, click the Create Note button. A list of available note templates will appear.

createnote.png

Different note types will be available in this dropdown depending on your role and clinician type (Psychotherapy or Medication Management). Note: Only Clinical Administrators, Clinicians, and Interns assigned to the client plus Supervisors for the assigned clinicians have access to create and view clinical notes. Non-clinical notes may be created by any user.

Below is a list of note templates available in TherapyNotes.

Psychotherapy Clinical Notes (Type of Clinician: Psychotherapy)

Psychiatry Clinical Notes (Type of Clinician: Medication Management)

Non-Clinical Notes (Accessible to Schedulers, Billers, and Clinicians)

Note Tools

Each note template in TherapyNotes features various tools to further optimize note writing.

Quick History Review 

The History button is available in most fields of almost every note template. Click the button to view the content that was entered in the same field in previous notes for that client, allowing you to ensure continuity between notes or refer to what was discussed in previous sessions. Click the Use button to pull previous content into the current note.

Searchable DSM-5 Diagnoses

Search for the diagnosis code or description in either of the Diagnosis fields, and TherapyNotes will find potential matches, helping you record diagnoses in a flash.

Autofill

Some note fields offer options to autofill the field with common responses. For these fields, simply click on the field, select a response, and the response will be automatically populated in the field. On some note templates, related fields may be autofilled simultaneously using the All Normal or All Not Assessed links in the upper right of the section.

Spellcheck

All note templates include a built-in spellchecker supported by a customizable dictionary of commonly used mental health terms. Click in a field and click the ABC icon that appears in the bottom right corner of the field to run spellcheck on that field. Or, click the ABC button on the bottom of the note to run spellcheck on the entire note.

Have more questions? Submit a request

Comments

  • Avatar
    sheryl harrington

    I am needing a family therapy noteand need to know how to get to it.

  • Avatar
    Laura

    Sheryl,

    TherapyNotes does not have family therapy note templates. However we have written the following article that explains how to set up patient records, notes, and billing to support family therapy: https://support.therapynotes.com/hc/en-us/articles/200260395-Couples-Marriage-and-Family-Therapy-

  • Avatar
    N. Diane Stamey

    How do these notes

  • Avatar
    Jordan

    Diane,

    You will want to create an appointment first as this will generate a to do item which contains a link to create the note template. Please go to scheduling> create new appointment> choose the type, patient, service code, scheduled time/date, and choose create appointment. Once added please go to your to do list and find the appt you entered and choose the create note template to do item.

    For further assistance please visit the following links below:

    Quick Start – Scheduling
    Quick Start – Notes

    If you have questions, or if there is anything we can assist you with, please feel free to contact the support team at support@therapynotes.com or 215-658-4550.

    Edited by Jordan
  • Avatar
    Mike Straker

    How can I upload my own progress note template?

  • Avatar
    Rachael

    Mike,

    We do not currently have a way for users to upload note templates which override the existing progress note template. However, TherapyNotes includes a Consultation Note template, which is a blank text field that can be used for multiple purposes. For example, you can copy and paste a note from Microsoft Word into the Consultation Note. If you have any questions, please contact our Support Team at 215-658-4550 or by email at Support@TherapyNotes.com. Thank you.

    Edited by Rachael
  • Avatar
    Lori Breland

    Does the diagnosis name have to be capitalized in the note itself?

  • Avatar
    Rachael

    Lori,

    The name of the diagnosis does not have to be capitalized in order to save the note. However, the diagnosis should be capitalized if referred to as part of the narrative. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Support@TherapyNotes.com. Thank you.