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How to manually write a Progress Note

Writing a note from scratch.

Updated yesterday

You can write a Progress Note from scratch anytime, and it will be saved in your client’s Blueprint profile.


How to manually write a Progress Note

  1. Go to your Sessions Dashboard

  2. Click Hand-write a Progress Note

  3. Select the Client Name

  4. Fill out the session details

    1. Session Type

    2. Note Type

    3. Setting

  5. Click Get started

  6. In the left sidebar, set the date and time of the session (an appointment will be added to your Calendar for this time, even if this session is in the past)

    1. Session Date

    2. Session Start Time

    3. Session End Time

  7. Fill out your note. The note will automatically save as you write

  8. When the note is finished, click Sign and lock note in the bottom-right corner of the note

Expected outcome: The Progress Note will appear in the Sessions tab of the client’s profile. An appointment will be added to your Calendar.


FAQ

How do I change the Session Type (Individual/Couple), Note Type (SOAP, BIRP, DAP, etc) or Treatment Approach Used (CBT, IFS, etc) after I’ve already begun typing my note?

In the upper-left corner of the note, next to the original Session Type you selected (Individual/Couple), click Change then make the changes you’d like.

How do I indicate the date and time that the session I’m writing the note for took place?

In the left sidebar, click Edit next to the session Date, Start Time, or End Time

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