Quick Start: Notes


TherapyNotes offers several robust note templates which are uniquely designed for behavioral health professionals. Each of our templates balance speed, ease-of-use, and clinically-rich, person-centered documentation using combinations of dropdown menus, checkboxes, and text fields to allow you to quickly, thoroughly, and accurately document the services you provide.

In order to create most notes, a corresponding appointment must be scheduled on the calendar. Since TherapyNotes links note templates to the service type you choose when scheduling an appointment, verify that the correct service is scheduled to access proper documentation. At the time of the appointment, a To-Do list item will be generated to remind you to complete the corresponding note. Once the note is completed and electronically signed, you can bill the service to insurance.

Role Required: Any

Understanding Your Clinical Documentation Workflow

In addition to pulling information forward from scheduled appointments, notes also pull information from previous notes to ensure consistency and efficient documentation. In a typical workflow, once a Therapy Intake or Psychiatry Intake is scheduled, TherapyNotes prompts you to complete an Intake Note followed by a Treatment Plan, which pulls information such as the diagnosis and presenting problem from the Intake Note. After subsequent sessions are held with the client, TherapyNotes prompts you to create Progress Notes for each session, and the Progress Note will pull information such as diagnoses and treatment objectives forward from the Treatment Plan.

Follow the steps below to learn more about our powerful notes system or click on any of the links below to jump to that section of the article.

Part 1: Set Up Default Note Settings

Customize your diagnosis codes

Note: Only Clinical Administrators can complete this step.

Click the User Icon > Settings > Diagnosis Codes

TherapyNotes includes DSM-5 diagnoses and ICD-10 diagnosis codes to identify a client's diagnosis on notes and for insurance billing. 

To add a custom diagnosis code, click the Add Custom Diagnosis Code button. To remove a diagnosis code that may not be relevant to your practice, click the Delete link next to the diagnosis code.

Customize your interventions list

Click the User Icon > Settings > Your Interventions List

By default, TherapyNotes includes a list of commonly used interventions that are available as checkboxes on Progress Notes. Each Clinician, Intern, and Clinical Administrator can modify their interventions list to reflect the services they provide. The changes made by one user to their interventions list does not affect the interventions available for other users.

To add a custom intervention, type your intervention in the field at the bottom of the Customize Your Interventions dialog and click the Add Intervention button. To remove an intervention, click the X to the right of the intervention. 

Choose what your printed notes contain

Note: Only Practice Administrators or Clinical Administrators can complete this step.

Click the User Icon > Settings > Note Printing

Configure what appears in the header of downloaded and printed notes by selecting or deselecting each item. When finished, click the Save Settings button.

Part 2: Creating Notes

Clinical notes require that the corresponding appointment has been scheduled and is in progress or has already occurred. Notes are not available for the appointment until 5 minutes before the appointment start time.

Most non-clinical notes do not require scheduled appointments to be created.

TherapyNotes offers several ways to create a note.

Create a note from your To-Do list

Click To-Do

Your To-Do list in TherapyNotes is an automatically generated list of tasks that need to be completed, including documents to be collected, notes to be written, and billing items to be submitted and reviewed. When a note is ready to be written, an item for the note will be added to your To-Do list. Find the date of service to write a note for on your To-Do list and click the corresponding note link.

Your To-Do list is also available on several additional pages within TherapyNotes, including the Welcome page, the To-Do List tab of your staff profile, and the To-Do and Schedule tab of a specific client.

Create a note from the calendar

Click Scheduling > Click the appointment > Notes tab

Clicking on a past appointment brings up a dialog with access to appointment details, applicable notes, and billing items relevant to the session. In the Notes tab of this dialog, click on the link for the type of note you want 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 depending on your role and clinician type (Psychotherapy or Medication Management). Only Clinical Administrators, Clinicians, and Interns assigned to the client plus Supervisors for the assigned clinicians have access to create and view clinical notes, including Intake Notes, Treatment Plans, Progress Notes, Consultation Notes, and session notes for unscheduled appointments. Contact Notes, Missed Appointment Notes, and Miscellaneous Notes may be created by any user.

For more information on note templates and features, read How To: Create a Note.

Part 3: Access Drafts and Completed Notes

If a note is saved without being electronically signed, TherapyNotes saves the note as a draft. An item will be automatically added to your To-Do list for any drafts that you should complete and sign.

To access all notes for a client, click Patients > Patient Name > Documents tab. This tab shows a chronological list of all notes and files for the client.


If a note is still in draft mode, the note will be highlighted in yellow. Access a note by clicking on the note type in the left column or using one of the action icons on the right. Click the pencil icon to edit the note, the eye icon to view the note, or the cloud icon to download the note as a PDF. To download multiple notes at once in a single PDF, click the Download Multiple link below the list of notes and files and select the notes to download.

When viewing an existing note, a toolbar is available at the bottom of the page. This toolbar includes options to Edit, Download, or Print the note, as well as access to Revision History for the note. Revision History shows you what changes have been made to the note since it was first saved, which is useful for logging addendums to notes while maintaining the original date of documentation in the event of an audit. If you are a Clinical Administrator, you may delete the note from this toolbar.

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  • Avatar
    Elaine S. Belson

    I'm not sure I understand the difference between the "Subjection Report" box and the "Relevant Content" box as they are explained in the descriptions. Usually, subjective is what the Patient reports. Objective is what the therapist observes. Can you explain the difference as Therapy Notes defines them?

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    The "Subjective Report" field is for subjective information, whereas the "Relevant Content" field is for objective information discussed during the session. This includes any relevant and factual information from your discussion with the patient. You can also include any other relevant information not covered elsewhere in the note template.

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    Gail Wilson Lew

    Can new Templates be added?

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    TherapyNotes has developed our note templates in close collaboration with a licensed psychologist and from years of feedback from our customers. It meets documentation requirements from CMS and all major payers, and helps protect you from insurance take-backs in an audit. You cannot add your own at this time, however we do have a consultation note which is a blank free form note template. If you have any suggestions or note templates you would like to send us please contact support@therapynotes.com. Thank you.

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    Brandi Juarez

    Where can I find a listing of all recent appointments and corrsponding notes that need completion before billing. There was a comprehensive To-Do somewhere, but it was not on the To-Do tab. I want to see what notes are outstanding for completion and billing in one place rather than having to go thru my schedule or by each client record individually. I saw it somewhere and now I cant find it - loved it. Please direct me. :)

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    Please go to billing and under search billing transactions change the type to appointment requiring a note, enter a date range and click search billing transactions. This will show you a list of outstanding appointments that need a note completed. If you have any questions please contact support at 215-658-4550 or via email at support@therapynotes.com.

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    Angela Romero

    I am new to therapynotes and I have some concerns about the drop down menus in the intake form. Is there any way to edit these drop down menus? For example, under "thought processing" I like to provide more detail- "logical and linear thinking with normal associations" and I find the current one word response inadequate. thank you.

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    At this time, there is not a away to customize the suggestions which appear for those fields. You will need to manually enter your response. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Support@TherapyNotes.com. Thank you.

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    Crystal Contreras

    Can you provide examples of notes with information pertaining to session? I am for each section of the notes?