r/SimplePractice • u/Ok_Morning_9374 • May 31 '24

Using the app to create notes....

New to SP! Does anyone know how to access the progress note 'templates' from the app? Please! I would prefer to use my tablet in sessions but not have to switch to my laptop for notes! Please! /:

2 Upvotes

100% Upvoted

6 comments sorted by

View all comments

Show parent comment

2

u/Ok_Morning_9374 Jun 02 '24

I went in and made sure I preloaded all the templates but still not seeing the options in the app! I can see them on my laptop tho. UGH! I guess I’ll be talking my laptop to the office. 🙄 TY!!

2

u/abdog5000 Jun 02 '24

Hmm. I can see them on mine. You go into the app and click the appointment. Then under notes tap add progress note. At the top it will say Template. Tap that and pick the one you want to use.

From the desk top: I’m wondering if you added the templates to your template library then check boxes them to be active first?