How to Edit Notes

To edit all types of notes e.g. chart notes, progress notes, assessment and treatment plan, etc. the notes cannot be locked. If you already locked the note but need to edit it or add additional infomration, you can do so by adding addendum to the locked noted.

Thera are different ways of locating your notes to edit them on TheraPlatform. You can access your notes from the chart or calendar.

From the chart

Follow these steps to edit the note via the chart workflow:

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of your client or start typing the name of the client in the upper client search bar. Select the name and this will open the chart.

Step 3: Click on Notes.

Step 4: Select note type you wish to edit. For example, progress notes.

Step 5: Click on pencil icon next to the note you would like to edit.

Step 6: Edit your note and click on Save changes.

From the calendar

Follow these steps to edit the note via the calendar workflow:

Step 1: Click on Schedule.

Step 2: Click on the scheduled appointment on the calendar (associated with the note you wish to edit).

Step 3: Click on Edit note.

Step 4: Edit your note and click on Save changes. 

Important: If you scheduled a group session with 2 or more clients, you will not be able to document or edit your progress notes directly from the calendar. You would need to document from "Clients" link as listed above.