Writing Notes with Progress Note Templates – TherapyNotes

Progress Note documentation just got easier and more flexible in TherapyNotes. Accessing our multiple new Progress Note Templates, you can start from a pre-built format, such as SOAP, DAP, BIRP, or the TherapyNotes standard template, and customize it to match your workflow. Once your practice administrator sets up templates in the Library, you’ll be able to select the one that fits your session best when writing your notes.

This means you can work with a structure that feels natural to you, while still meeting your practice’s requirements; helping you save time, stay organized, and focus more on your clients.

Role Required: Clinician or Clinician Enrolled in TherapyFuel

Using the Progress Note Templates

Once you have enabled the note templates in the Library, create your Progress Note as normal from your To-Do list, calendar, or the patient’s Documents tab.

Select the desired note template you wish to use from the Template Selector dropdown menu located at the top of the note.
- The Template Selector will only appear if your practice has more than one template enabled.

Complete and sign the note or save it as a draft.

Note: Notes can only be edited while in draft status. Once signed, they cannot be changed.

If you are enrolled in TherapyFuel, the TherapyFuel toggle banner will appear for you to use TherapyFuel in your chosen template.

Note: The used note template will become the default for the clinician when authoring notes for the patient again for seamless reuse.