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252 VOTE
Status Completed
Categories Calendar & Scheduling
Created by Guest
Created on Oct 6, 2015

RELATED IDEAS

Add Progress Notes from the Calendar

It would make it easier to write a note from the calendar instead of having to go into each individual client or the agenda.
App Type Provider App
  • ADMIN RESPONSE
    May 22, 2025

    For organizations using the new scheduling experience, you can now create a progress note for an individual client appointment right from the calendar. Simply click to edit the appointment, and you’ll see a new Progress notes section at the bottom of the modal.

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    • Guest
      Jul 3, 2024
      It would be nice to "add progress notes" from the schedule screen or in multiple places in addition to the agenda screen.
      Reply
    • Guest
      May 28, 2024
      Please add this feature! Adding notes from the weekly calendar view would be so much easier!
      Reply
    • Guest
      Sep 28, 2023
      Please let us add a note from the calendar view. I feel this should be a standard feature.
      Reply
    • Guest
      Sep 20, 2023
      I'd like to add a note from the calendar view.
      Reply
    • James Houston
      Jun 16, 2023
      Wow! years worth of people requesting a feature that should be an obvious one
      Reply
    • Janel Chavez, LCSW
      Jun 2, 2022
      It would be more efficient and helpful to be able to add a note from the calendar.
      Reply
    • Guest
      Jan 12, 2022
      This would make writing progress notes much easier and able to keep track of notes that were completed for the week.
      Reply
    • Guest
      Dec 16, 2021
      YES! Therapy Notes is like this and it is SO user friendly. I vote YES! Make the client's name "clickable" in the calendar that takes us to do the note from there.
      Reply
    • Guest
      Apr 28, 2021
      YES!
      Reply
    • Guest
      Nov 5, 2020
      hit a key to go straight to notes from appointment in calander
      Reply
    • Guest
      Sep 22, 2020
      YES YES YES!!!
      Reply
    • Guest
      Apr 7, 2020
      PLEASE ADD THIS FEATURE! I agree with all the comments - it is much too cumbersome to access progress notes! Other platforms have this, and it's really frustrating to have to click through so many tabs for this!
      Reply
    • Guest
      Apr 7, 2020
      YES!!!! please! too much time wasted, especially because i seem to constantly be checking if progress noted are synced.
      Reply
    • Guest
      Mar 14, 2020
      Being able to compose my notes from my calendar would save tons of time - I don't get reimbursed for this lost time! I think this is the most important needed improvement at this time and it was proposed in 2015?
      Reply
    • Guest
      Oct 18, 2019
      Be able to write a note from the calendar for that session.
      Reply
    • Guest
      Aug 13, 2019
      I agree with the former comments regarding the appointment-to-note-to-invoice process being simpler than going back & forth between those features and the Agenda view (which I don't like anyway). Give the functionality to the Calendar that you gave to the Agenda.
      Reply
    • Guest
      Jun 7, 2019
      This is one of my biggest frustrations with this system. Why is this not possible? It would relieve a significant source of frustration and make charting so much easier and efficient for me.
      Reply
    • Guest
      Feb 16, 2019
      This feature is extremely desired. Please offer this soon!
      Reply
    • Guest
      Jan 30, 2019
      Ability to add a progress note from the calendar view would save a ton of time!
      Reply
    • Guest
      Dec 23, 2018
      Please fix it so you can click from the client's appointment on the calender to create a progress note and continue through the cycle all the way to the billing feature from there. The progress note can also have a place embeded in it to save, and then click to ledger. That way you have everything within the loop getting completed without missing anything. That would make it so much easier for everyone, and it will match one of your competitors who is already making this an easy process.
      Reply
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