You can set up a standard template in progress notes to prompt staff on what information should be included in progress notes. This is controlled under your account settings (accessible via Account > Settings in the menu).

To add or change the headings in the notes, first click the Edit link in the module titled "Notes".

Once in edit mode, to add a new heading you can type new headings and click on the + Add button to update the list.

To remove headings, hover over the existing heading to display an icon of a blue cross in a circle, click the cross to remove the heading.

Please note there is a minimum of 1 heading.

To complete removal or addition, click the Save button.


When adding the notes via the website ( the headings are not mandatory and can be overwritten.

When adding the notes via the app, each heading is required to complete.

Further reading:

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