Create and Filter your Client’s Documentation with ease!

Written by Trevor Hanson on August 18, 2016

I don’t know about you, but I get so irritated when I have to scroll through multiple pages looking for something when I know that a simple filter would make the whole process a lot easier and help me save some time.

So we’ve added a filter to the Client Overview page that lets you quickly access your Progress Notes, Diagnosis & Treatment Plans, Intakes, Questionnaires, and Chart Notes so you can easily find what you need.


Filter Client Overview


This is both a small update and a huge improvement to the usability of this page. It also sets in motion some bigger things we’re working on to make our Treatment Planning system more robust and useful.

Click here to see the new filter in action!

We’ve also updated how you add Diagnosis & Treatment plans as well as Mental Status Exams. You’ll now see a blue +Create button similar to the button you see on the Client Billing page. When you click on it, you’ll be able to create a Diagnosis & Treatment Plan or a Mental Status Exam.

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Click here to learn how to add Treatment Plans.

Click here to learn how to add Mental Status Exams.

Over the next few weeks, you’ll notice more new features popping up for Treatment Planning. We’re excited to add even more functionality for you and your practice.

If you have any questions, come visit us in our help center to check out help guides or to chat with us!

Read more

About the Author

Trevor is the Support Team Lead at SimplePractice. His focus is on the customer and making sure they get the support they need to have the best experience possible with SimplePractice. Trevor lives in Los Angeles with his extremely photogenic dog Max. Oh and he’s helplessly addicted to Instagram.

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