If you're writing treatment notes when you see patients, you probably want to be able to keep track of them! The treatment note completion report lets you easily see which appointments have finished notes—and which ones don't.
This report won't include notes for group appointments. It will only include notes for individual appointments.
Using the treatment note completion report
Head to the Reports tab, and then select Treatment note completion, under Appointments:
At the top of the report, you'll be able to select the date range, practitioner, and business:
Once you select your parameters, press the Create report button. You will then see a report that shows a summary.
The items in the summary include:
Practitioner: the name of the practitioner.
Appointments: the total number of appointments included in the report (this does not include group appointments).
Appointments with final note: the total number of appointments that have a finalised note linked to them.
Finalised same day: the number of notes that were completed on the same day as the appointment.
Notes without appointment: notes that have been created, but aren't linked to an appointment.
This report will include notes that have been written by any practitioner for any appointment, even if they are not listed as the practitioner on the booking.
Below the summary, you'll also see a list of appointments that don't have a finalised note, which can mean no note at all, or a draft that has been created by you or another practitioner for one of your appointments:
If treatment notes are restricted so that only the practitioner who wrote the note can see it, you will still see that a draft has been created by someone else and who it was, but you won't be able to view the draft (the link is not accessible).
If you're an administrator, you will be able to view drafts by other practitioners, even if the treatment note restriction is enabled.
If you need to grab a list of which notes are currently in draft form only (and still need to be completed), the treatment notes data export will be handy.
What does "notes without an appointment" actually mean?
If a note is not linked to an appointment, it would mean the note has been created, but there is no appointment related to it (below is an example of a note that has no appointment linked to it).
Below is an example of a patient's profile with a note that is not linked to an appointment (the first one, without a date below the practitioner's name) and a note that is linked to an appointment (the second one, with a date and apppointment type below the practitioner's name):
If a note is saved as a draft, it can be edited and linked to the correct appointment. If a note is saved as final, though, it cannot be edited.
For more resources on writing patient notes and treatment notes, head over here!