Start & End dates
When starting a new Progress Report, students must select the appropriate Start & End dates for "Summarize Sessions Between." The Progress Report will pull the Long Term Goals, Short Term Goals, Data Fields and charts from all SOAP notes with session dates between the Start & End dates.
Progress Reports for one semester only
Progress Reports for whole duration of treatment
Gray sections & Refresh Data
If a client is seen after their Progress Report has already been started, you can click "Refresh Data" to pull the most recent goals, data fields, and charts.
Clicking "Refresh Data" updates ALL gray areas in the Report. Because gray areas designate parts of the Progress Report that are pulled from the Client List, any new text that is typed into gray areas will be LOST when "Refresh Data" is clicked. We suggest typing in the white areas only.
If "Refresh Data" is clicked on accident, click "Backups" to retrieve the most recent version of the report.
Report Track Changes
Scroll down to watch a second video about Track Changes Steps & Permissions.
Track Changes Buttons
"Track Changes" toggle
"Resolve All Changes"
"Resolve Changes by (user’s initials)"
Highlight text, right-click cursor, select "Comment"
Track changes actions
Make edits directly in the Report:
*We do not recommend typing suggestions to the student in the body of the Report.
Give student suggestions for edits they need to make:
*Right-click comments are recommended for suggesting edits that you’d like students to make.
*Right-click comments are recommended if you want to ensure students see each and every comment
Turning Track Changes OFF
Track changes Permissions
All student & supervisors automatically have access to all "Resolve" buttons. They can resolve their own changes as well as any other user's changes on that Report.
If you do not wish for your students to be able to resolve any changes, please remove the "Resolve Track Changes" permission from their account in the Admin Panel.
Therapist & Client Names in Schedule
LN, FN Middle Initial
Therapist Names in the column headers:
FN Middle Initial LN
Client Names on main dashboard schedule and full schedule:
Last Initial, FN
Client Names on Edit Appointment page for users who have the editing permission:
LN, FN Middle Initial
For Clinical Administrators:
Middle names are no longer a required field for users, so please feel free to delete the “.” from each user’s account in the Admin Panel.
Add a New User
To Add a New User:
1. Click "View Admin Panel"
2. Click "Add User" (green button under the User tab in the top left)
3. Ensure you pick the correct user type.
4. Assign a Username (we suggest using their email address)
5. Create a unique password for their initial log-in. They will change their password upon first log in.
6. Complete the rest of the User information.
7. Assign User Permissions under the permissions section (Permissions explained at this link).
8. If needed, Restrict to Specific patients using the checkbox at the bottom.
9. Save - Create User using the Green "Create User" Button in the bottom right.
10. Contact us at ClinicNote to pay for your new user.
Important Things to Note:
We are best reached at either Info@ClinicNote.com or 701-219-4675. Please let us know how many users you've added and the best way to reach you.
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