Working with Notes

Overview

Practice Better notes allow you to chart and record information from recent appointments, forms, and other interactions with your clients. This article will cover the following topics:

• Creating Notes
• Adding Sections
• Attaching Documents, Protocols, and Tasks
• Updating your Progress
• Sharing Notes with Clients
• Signing Notes
• Duplicating Notes
• Adding Quick Notes
• Accessing previous notes while creating new notes

Creating Notes

To create a new note, go to the Notes section of your client's file:

Click the Add notes button to start a new note:

Adding Sections

Text sections allow you to add rich free-formed information to your notes and templates. The text editor allows you to embed:

• Images
• Videos
• Links
• Tables
• Lists
• Text Snippets

By default, each note contains one text section, but additional sections can be added by selecting the Add section option from the Fast Action Button in the bottom-right corner then select Text from the options provided:

To maximize your writing area, click the Fullscreen button in the top-left corner of the notes editor:

Checkboxes, Tables, and other Form-style Elements

You can also add form-style elements to your notes including checkboxes, yes/no, multiple-choice, scales (1-10), and tables. Use the toolbox to the right to incorporate these elements into your notes:

Attaching Documents, Protocols, and Tasks

Use the Fast Action Button in the bottom-right corner to associate your notes with a booking, protocols, and documents. You can also create tasks for both you and your client to complete which are associated with the current notes.

Updating your Progress

When you create a new note, it is automatically set to "In-progress":

You can update the status to "Completed" (or back to in-progress) by going to your client's Notes History page, then select Mark as in-progress/completed from the More Options menu:

Notes are automatically marked completed if they are signed and saved.

Sharing Notes with Clients

You can optionally share entire notes or specific sections with clients. When notes are shared, the following information is visible to your client:

• Note summary
• Shared text sections
• Attached documents
• Published protocols

To share your notes, select the "Share notes and attached documents..." checkbox:

Sharing Specific Text Sections

You can restrict which text sections are visible to clients by toggling the "Make this section visible to my client" option icon to the left of each section:

On smaller devices, you can use the toggle below the section:

If you've shared your notes without making any text sections visible, your client will only have access to the notes summary, attached documents, and published protocols.

Signing Notes

You can sign your notes to make them read-only. Signing notes will also mark them as completed and generate a PDF for your records.

1) Create or Edit a note

2) Click the Save button in the top-right corner. Select Sign and save:

You will be prompted to add a signature if you do not already have one available in your account. 

Once you've saved your notes, you will notice a signature icon in the top-right corner of the notes on your client's Notes History page:

You can view the signed PDF by selecting View as PDF from the More Options menu (3 dots) next to the signature icon:

Duplicating Notes

You can easily duplicate notes by going to your client's Notes History page, then select the Duplicate option from the More Options menu next to a note in the list: