How To - Create the first note for a new Client Profile
AT
AutoNotes Team
Created Apr 14, 2025
How To - Create the first note for a new Client Profile
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AutoNotes - Write Progress Notes with AI
14 Steps
1
Within the Client Profile, click on "Documents"
2
Click on New Note
3
Select a suitable template
4
Complete the note
5
Modify or Export the generated note as needed
6
Once the note is completed, we may include the document with the client's history by clicking "Sign Document"
Note: Once a document is signed and marked as complete, it can no longer be edited, but it may still be exported as PDF.
7
To proceed, click on "Yes, sign" to complete the document
8
Once completed, the note will be reflected to be completed within the Client Profile
9
As the first note is completed and signed for the client profile, a sample Treatment Plan will also be generated.
10
Review and update the sample Treatment Plan as needed
11
Once the Treatment Plan is completed, we may include the document with the client's history by clicking "Sign Document"
Note: Once a document is signed and marked as complete, it can no longer be edited, but it may still be exported as PDF.
12
To proceed, click on "Yes, sign" to complete the document
13
Once completed, the note will be reflected to be completed within the Client Profile
14
Completed Treatment Plan
Well done!
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