Add Appointment Details to Treatment Notes

It's easy to add appointment details to your treatment notes in PracticeQ.

  1. Click My Forms and scroll down to the Note Templates section.
  2. Open the existing note template or click Create New to create a new one.
  3. Click the green + Add New Question button.
  4. For Question Type, select Appointment Details.
  5. Customize the text in the Question field as needed. You may also adjust the start and end times as needed. 
  6. The output of this looks as follows on treatment notes that are linked to an appointment. This shows in the PDF printout as well.

Note: The note template itself will not show any data in the editing mode. You will only see the appointment details post when you add a note to a client's timeline and link it to an appointment.

If you need assistance linking treatment notes to appointments, see the following article: Link Treatment Notes with Appointments.

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