Blueprint

Looking for past Notes? Here's how you can quickly access Notes from older sessions.

How to access your Progress Notes

How to quickly customize your Progress Notes!

Using Magic Edit and Memory to fine-tune your Progress Notes

Turn Session Transcripts on or off for your entire clinic

How to permanently delete Session data and Treatment Plans

Deleting Notes, Transcripts, Summaries, entire Sessions, and Treatment Plans

How to change the Note Type, Individual or Couples session, update the modality after the note has already been generated.

Changing the Note Type, Session Type, or Treatment Approach after the Progress Note has already generated

How to quickly compare Note versions or undo Note changes.

Revert back to a previous version of an existing Progress Note

How to access supervisee Notes as a supervisor

Review Other Clinician's Notes as a Supervisor

Managing your Progress Notes

Find answers and get help from Intercom Support and Community Experts

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