Treatment Notes
Capture structured clinical notes and track treatment outcomes over time.
Summary
Treatment notes should balance clinical depth with consistency for long-term care.
Prerequisites
- Appointment linked to a valid client.
- Template strategy for your practice specialties.
Steps
- Open the appointment or client timeline.
- Create a treatment note from template or blank form.
- Record chief complaint, assessment, and recommendations.
- Add dispensed products and follow-up instructions.
- Save and verify the note in client history.
Best Practices
- Prefer structured template fields where available.
- Keep recommendations actionable and date-specific.
- Use objective language for clinical continuity.
Troubleshooting
- If template fields render unexpectedly, re-open using the latest template version.
- If note save fails, verify required fields and retriable network status.