How to Create a Note from an Appointment

Overview 

When scheduling an appointment in the calendar, you have the option to create a note directly from the appointment. This ensures that the note is automatically linked to the appointment, streamlining documentation.

This article provides step-by-step instructions on how to create a note from a scheduled appointment, select the appropriate note type, and manage the appointment linkage if needed.

Step 1: Open the Scheduled Appointment

1. Navigate to the Calendar section.

2. Locate and click on the scheduled appointment slot to open the Session Details screen.

Step 2: Enable the Start Note Option

1. In the Session Details screen, select the Start Note from Appointment checkbox.

2. The Note Type dropdown will appear.
   

Step 3: Select the Note Type and Save

1. Click the Note Type dropdown.

2. Choose the desired note type from the available options, such as:
   

1. Quick Note
   

2. Case Management

3. Couples/Family Therapy
   

4. Progress Note
   

5. SOAP Note
   

6. Complete Evaluation
   

7. Discharge Summary
   

8. Clinical Summary
   

9. ASAM
   

3. Click Save to create the note.
   

4. The system will redirect you to the newly created note.
   

Step 4: Verify the Linked Appointment

• At the top of the note, a message will confirm that the note is linked to the scheduled appointment.
  

Step 5: (Optional) Change the Linked Appointment

1. If you want to link the note to a different appointment, click Change Appointment.

2. A screen will appear displaying all the client's appointments.

3. Select the desired appointment and click Save.
   

 

Watch the Video

Click here to view a video about this feature.

 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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