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Created by Caroline Myers
Created on Feb 6, 2023

Submit visit note from Schedule instead of Visits when client sees more than one therapist within the same establishment

Currently, I am unable to submit visit notes for my care plan from the Schedule with a client that also sees another therapist within my company. It would be nice to have the option to choose which care plan is being entered instead of the other therapist's care plan always auto populating.

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  • Admin
    Julio Flamini
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    Mar 2, 2023

    Hi Caroline,

    Please contact support@clinicsource.com for further assistance. Our Support team will be able to explain how to link a visit/soap note to the correct care plan.