Videos on Creating Notes

Each clinician has their very own TherapyNotes account to document their notes and join video sessions.

Please watch these short videos on how to create the: Intake Note, Progress Note, Interpretive Summary/Psychotherapy Note, Treatment Plan, Transition Plan, Contact Note, Group Note and the Termination Note.

Creating an Intake Note

All Intake Notes are to be completed within 24 hours

Creating a Treatment Plan

ALL Treatment Plans are to be signed by the client

How to create an Interpretive Summary/Psychotherapy Note

ALL Interpretive Summaries must be completed at the time of completing the Intake Note, Transition Plan and Treatment Plan

How to upload the Transition Plan

Please note that we no longer require the client's signature for Transition Plans. Please select as the Patient Response "Upload File."

Transition Plans are to be uploaded to the client's file upon completing the Intake, Treatment Plan and Psychotherapy Note

Creating a Progress Note

All Progress Notes are to be completed within 24 hours

Creating a Contact Note

This should not be for more than 10 minutes

Creating a Group Note

Creating a Termination Note

A Termination Note will remove the client from your active caseload

Brianna will be making contact to schedule a one on one training for this section.