From you dashboard select the "Calendar" tab, and select "Scheduler"
Once at the calendar page, you can add a new therapy appointment to the calendar by selecting the day and time you want to add and creating the appointment. When the appointment is created and you are ready to complete your note, click the appointment on the calendar and select "Add/Edit Note".
From the edit screen, you can view past session notes, and import treatment plan objectives directly into the treatment objectives screen.
-- Here you also completed you individual note.
You also have the option of filling out an ASAM and a Mental Status Exam. You can also select a reviewer to sign this document as well.
If you continue to scroll down, you can edit/update the goals and objectives. If you select the plus sign circles below, you can add a status to the treatment plan goals.
You can update the status by selecting the drop down menu under "status" and add any additional comments you have. You can also select to "add homework" to send to the patient app.