A Guide to Using the Notes

Add a New Client

Note: You must add a new client before scheduling a first appointment or creating a Note. There will be not record of the client if you do not do this.

  1. Login to your account at www.therapractic.com

  2. Make sure you are on the “Scheduler” tab.

  3. Click “Add a New Client”

  4. Enter the client’s information, and click “Create”.

  5. Fill out the rest of the client’s information that is needed here.

  6. You have now added a new client. You now have the ability to schedule appointments and create Notes for this client.

Create a Note

  1. Navigate to the Patient Chart, to the Patient Documents section, and find the area labeled “Add Service”.

  2. Click on the dropdown menu next to “Service Type:” that says “–Select–“. You may type the name of the type of note you wish to complete, or scroll and click on the one you wish.

  3. Click on the green + box () next to the dropdown menu to add the service.

Complete a Note

  1. This section is where you will complete the Note. The Note consists of ten sections. An appendix of the ten sections is listed on the right hand side where you can quickly navigate by clicking on the desired section. Once you have completed the note, click the green “Next” tab on the bottom right hand side. If any of the required fields are not completed, a window will popup to notify you to complete the fields before proceeding further. If you prefer to finish the assessment at a different time, click the yellow “Save for Later” tab on the bottom right hand side.

  2. At the top of the notes page is a section where you may enter the Visit Info, Payment Info, and Optional Inpatient Info.

  3. After completing all the required quesitons and clicking the “Next” button, you will be directed to a page to preview the Note. Once you have viewed the Note and seen that it is accurate, click “Complete”. If you wish to jump to an area to edit or complete it, you may find it on the report review and click on the title.

    SS 9 - Complete Note

  4. You will now receive a notice about signing the note electronically and then sending the assessment to the referring doctor.

    SS 10 - Sign/Send Note

  5. You have now completed the Note. You now have the option to download the Note (PDF) or be directed back to the “Patient Chart”.

  6. In the “Patient chart”, the Note has been completed if “View PDF” and “Addendum” are shown. An “Addendum” gives you the ability to insert any additional information.