How to Add or Write a Chart Note

TheraPlatform offers all kinds of therapy notes and one can use our built-in templates, modify our templates, and build any note template from scratch.

TheraPlatform offers:

Chart Notes - these are "free-standing" notes on TheraPlatform. This means that you don't have to schedule to write a chart note and chart notes are not associated with assessment and treatment plans or billing. Chart notes can be used to document events that did not occur during your therapy meeting (e.g., phone call conversation, etc.). If you plan on submitting claims, creating superbills, and billing you will need to use the progress note option.

Progress Notes - your therapy/clinical notes which include different formats such as SOAP, DAP, etc. These types of notes are linked to your scheduled appointments, billing, and claims.

Assessment and Treatment Plan Notes - used to document your assessment/eval findings, recommendations, treatment plans with goals, objectives, and interventions.

Discharge Notes- used to document discharge summary, etc.

Follow these instructions to add or write a chart note:

Step 1: Click on Clients.

Step 2: Click on View next to the name of the client you need to document.

Step 3: Click on Notes.

Step 4: Click on Add Chart Note.

Step 5: Enter your note and click on Save Changes.

Important: If you wish to lock the chart note so it cannot be modified in the future, toggle on Is Locked. If you think you might need to edit this chart note in the future, do not lock it yet.

Note: An administrator can create a chart note template for you to use. 

By default all your notes such as chart notes, therapy notes (e.g. SOAP, progress notes, etc.) , assessment are not visible to your clients in their account (client portal). However if you need to make these notes visible or want to share them with your clients, you can.