What is special about Visit Notes? 

• Visit Notes automatically saves your progress, so you don't have to worry about losing your work.  While creating your visit note, you can access the autosave menu by clicking on the autosave menu options on the top right-hand corner. 

 

 

• You can easily switch between note types to fit your specific needs, whether it's a Free Text note (Standard), a Subjective Objective Assessment Plan note (SOAP) or Data Assessment Plan note (DAP). To select your note type, click on ‘Change note type’ on the top right-hand corner.  

 

 

• You can start a note based on a template of the most recent note to save your time. To access a prior note, click on the dropdown menu below ‘Load a prior note’ and select the note. 

 

 

• You can view the current plan of care for your patient in order to access important information during your visit. To access this, click on ‘Current plan of care (POC)’. 

 

 

• You can choose to automatically generate a parent-friendly summary of your visit note. This changes your note from objective data to a parent friendly narrative that is easy to understand. To enable this feature, click on the checkbox labeled ‘Automatically generate a parent-friendly summary of the session?’. 

 

• Did you know you can populate visit notes to the patient portal?