How to Create a Therapist Progress Note

How to Create a Therapist Progress Note

For step-by-step instructions, please see our New Therapist Note guide.

Common Questions

Problem: How to Create a Therapist Progress Note.

Solution: Follow the steps below to resolve quickly.

  1. Check prerequisites and permissions.
  2. Follow the configuration steps.
  3. Verify the result and retry if needed.

    • Related Articles

    • Downtime Form - Therapist Note [ICANotes]

      Server Downtime Form - Therapist Progress Note [ICANotes] In the event of an unfortunate downtime, you can still create a Therapist Progress Note. (The chart and information displayed below is of a test chart that contains false information. No HIPAA ...

    • New Therapist PN

      New Therapist PN We have introduced a new simplified version of the Therapist (Non-Prescriber) Progress Note that is now available to ICANotes users via group rule. The basic set of buttons in the Classic (old) version have been preserved and ...

    • Creating a SOAP Note

      For therapists/counselors needing to utilize the SOAP note format in their progress note, custom buttons can be utilized with great efficiency. This knowledge base article will provide step-by-step instructions for creating a SOAP note button (or ...

    • Creating a BIRP Note

      This knowledge base article covers the workflow of creating a BIRP therapy note in ICANotes. From the patient's Chart Face, start by creating a new Therapist progress note. Within the work areas of the Therapist note, you'll create a series of custom ...

    • Group Rule "Require TP Before Note Creation"

      In the June 2020 release, we introduced a new group rule, "Require TP Before Note Creation". When enabled, a clinical user (whose discipline is not Office or Administrator) will be prevented from creating a new progress note until a Treatment Plan ...