Writing treatment notes for appointments or classes is important for keeping track of a client's progress. There are a number of ways you can see at a glance if your client's treatment notes are up to date.
Incomplete treatment list on your dashboard
If you are a coach or practitioner, any appointments or classes that do not have a published treatment note written will show up on the incomplete treatment note list. You can find this list on the top right hand corner of your dashboard.
TIP For appointment or class to show on the incomplete treatment note list you must select YES to tracking treatment notes in the appointment or class type settings.
Icons on the class and appointment calendar
When a treatment note has been written for a client for an appointment or class the treatment note icon will appear on the calendar.
For draft appointment notes the icon is a notepad with a D in the bottom left hand corner. For published treatment notes the icon is a notepad with a P in the bottom right hand corner.
