How to Copy Notes From Previous Progress Notes

TheraPlatform allows you to copy notes from previous sessions on the same client. Please note that you can only copy notes from the same templates. You can copy progress notes when you document and you can choose three different workflows when you document. 

Here are the instructions on how to copy notes from previous sessions/notes:

Step 1: Log in to your URL.

Step 2: Select your workflow for documenting (e.g. from the client's chart or calendar, or to-do tab).

Step 3: From the calendar, click on the scheduled appointment, and on the pop-up box click on Add note. 

Step 4: A note will pull. To copy from the previous note/s, click on the blue copy button  

Step 5: This will pull up a list of your previous notes. Click on the blue box > copy  next to the note you wish to copy.

Step 6: On the note click on green paste button

If your favorite method of documenting is from the to do > tab, follow the above steps except instead of clicking on the calendar, click on to do first and then on the green box edit.

Step 7: If your favorite method of documenting is from the client's chart follow the above steps except instead of clicking on the calendar, click on the Clients link, then click on the blue box view - next to the name of your client, and then notes > progress notes.