Edits can be made to Progress Notes until they are signed. Once they are assigned you may be restricted to make changes. Learn more about removing a Signature so changes can be made.
You can edit a Progress Note directly from the Agenda if it has not been signed or access it from the Client Details > Notes page.
If you need to locate an older Progress Note, do so from the Client's Details.
- Locate Client and open Client Details.
- Click Notes in left side menu.
- Choose appropriate Case IF Client has multiple Cases. If they only have one open Case, the Notes tab will automatically display.
- Click the Details button for appropriate Note.
- Edit as needed and click Save.