Multiple notes can be linked to the same appointment. This is typically done when a non-billable note needs to be added. All notes, including non-billable notes, must be linked to a session. For example, adding an addendum to a progress note you have already signed, by linking a blank note.
If there wasn’t a session on the day the note was created, best practice is to link the note to the most relevant session, or the closest session that took place.
Video Demonstration
This video provides a demonstration of adding a linked note, please start the video at 50 seconds.
Guided Steps
To add a linked note:
- From the EHR dashboard, search for the client and open their chart.
- On the timeline located on the left of the chart, find the appointment you need to add the note to.
- Click on the 3 dots next to the appointment.
- Then, click on Add linked > Patient Note
- This will take you to a new note where you can select the desired template and complete the note.
- All notes linked to the session will appear under the appointment date in the timeline.
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