How To: Create a Note


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.


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.


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.


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


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    sheryl harrington

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

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    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:

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    N. Diane Stamey

    How do these notes

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    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 or 215-658-4550.

    Edited by Jordan
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    Mike Straker

    How can I upload my own progress note template?

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    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 Thank you.

    Edited by Rachael
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    Lori Breland

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

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    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 Thank you.

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    Joyce Blue

    Instead of using the "miscellaneous note" for Education and Training notes, can you provide us with another option under the "create a note" tab for E & T note?

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    You can also use the consultation note template. Unlike the miscellaneous note, in order to utilize the consultation note template, there needs to be a consultation appointment scheduled. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.

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    Therapy Clinic

    Is there a way to change the spell check dictionary for certain words? Somehow I must have added "teh" as a word, and now the spellcheck does not correct it when I transpose those letters (which I do frequently, apparently).

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    Follow the instructions below to remove a word stored in your Google Chrome dictionary.


    Google Chrome settings > "Show advanced settings..." > "Language and input settings..." > "Custom spelling dictionary"
    Find the words you want to delete and click the "X" on the right side.
    Click the "Done" button.

    If the word is saved in the TherapyNotes dictionary, we would need to remove that for you. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.

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    Wendy Brien

    How can I change the date on an Intake Note?

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    In order to change the date of an appointment for which a note has already been created, you would need to download the note and then delete it from the system. You will then be able to edit the original appointment. The note can be re-created by copying/pasting the information from the downloaded note. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.