Navigate Patient Notes Page

Clinical staff can review the patient's notes, psychotherapy notes, and treatment plans based on their permissions.

Permissions to the Notes page may vary based on the practice and provider's subscription, user's roles, or chart view customizations.

Access Notes Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box. Click to select the patient from the auto-populated results. The patient's Facesheet page opens. Click Notes. The Notes page opens.
Navigate Notes +Create Psychotherapy Note: Click to create a new psychotherapy note. Note: Psychotherapy Notes must be enabled for the  option to display. +Create Treatment Plan: Click to create a new treatment plan. AI Note Assist: Click to generate a note using AI Note Assist. + Create Note: Click to create a new note using the default note type. Click the drop-down arrow to create a note from other active note types. Psychotherapy Note: Displays when a psychotherapy note was created for the patient. Note: Only providers has access to create and view a psychotherapy note. To view or edit the psychotherapy note, click Open. To remove the psychotherapy note, click Delete.
Treatment Plans: The section only displays when a treatment plan is created for the patient. Display: Filter by Active or Marked as Error treatment plans. Treatment Plan Details: Displays the status, the assigned provider plan, and the start date with the date the treatment plan was last updated. Available status: Draft: The treatment plan is created but a provider and patient signature has not been documented. In Progress: The treatment plan is created with a provider and patient signature documented. Closed: A treatment plan is marked as completed. Action Item: Click Open to view the treatment plan. Notes: Displays all notes (e.g., clinical notes, memos) for the patient. Note: A lock icon displays when another user is accessing the note. If necessary, advise the user to unlock the note. Filters: Select filters to view specific notes. Sort by: Sort by Date of Service or Last Update. User: Display notes for All users or by a specific user. Display: Display Active, Marked as Error, or CCD Imports notes. Note Type: Display All note types or by a specific note type. Note Details: Displays the note type, the chief compliant, the status, the assigned provider, the date of service with the last edited date, and if the note was AI-Assisted. Available status: Open: The note is created but has not been finalized. Needs Co-sign: A provider has signed the note and requested a co-signature from another provider. Signed: The note is signed. Action Items: Open: Click to view and edit an unsigned note. View: Click to view a signed note.