Treatment Notes for Appointments with Multiple Clients

PracticeQ allows you to have appointments with multiple clients at one time, such as for couples or families. You can add separate notes for each client on the appointment, but you can also replicate the main appointment note on the additional client's timelines.

Add and Replicate Appointment Notes

• To add a note that is linked directly to an appointment, follow the steps in this article: Linking Treatment Notes with Appointments
• Notes attached to appointments with multiple clients will show all clients attending the appointment at the top of the note.

• When you finish the note and save, lock, or sign it, PracticeQ will ask you if you want to replicate the note to any other clients associated with the linked appointment. 
• This will clone the entire note, including signatures. 
• Every time one of these notes are locked, the system will ask you if you want to "sync" it to keep all notes updated.

Add Manual Notes for Additional Clients

• You can manually add notes for any additional clients added as part of an appointment directly from the Lists → Appointments screen. 
• Here you will see an add note link by the additional client name, listed under the main client name for the appointment.
• Click this option to go to the client's timeline and add a treatment note that is linked to that specific appointment.