Note types help better standardize creating notes across your organization. You can create templates for treatment plans, medical history, disclaimer information, or any other commonly used note types, and provide all therapists and admins within your clinic a common set of templates to use on the Greenspace platform. This article will walkthrough how to create, modify, and use Note Templates.
Please note: that creating or modifying note templates are only available for admins with the Manage Note Templates permission. All admins and therapists within a clinic can use previously created templates when creating notes.
Standard Note Types
By default, there are six different types of notes available to all clinics on Greenspace. The owner of the Clinic Account and any Admin with the correct permissions can view, and customize the clinic's note types from their Clinic Settings.
Note Type | Description |
Session Notes | Session notes are notes taken for the purpose of documenting or analyzing the content of a conversation during a therapy session. |
Event Notes | You can create event notes to record brief observations to be overlayed onto the patient's results display. This feature might be used to note medication changes, significant life events or other relevant items to contextualize a patient’s results. Event notes are visible on the note summary page and overlayed on the progress graphs in a client's results display. Note: Patients are able to view event notes. Please see below for more information. |
Contact Notes | Therapists can use contact notes to reflect on communication with their patients. Entries may include details on scheduling, follow-ups, and logistics. |
Supervision Notes | Supervision notes are notes used for the purpose of documenting a therapist's interaction with a supervisor or supervisee regarding a patient. |
Documents | Therapists can use the document type to upload and store additional files such as administrative documents, patient assignments, medical records, and audio files. Multiple files can be uploaded within one document. |
Treatment Summary | A treatment summary can be used for the purpose of summarizing a patient's treatment or planned treatment. This note is flexible and can be used before, during or after a patient's course of treatment. |
Event Notes
Event notes can be used to provide more context to the assessment scores presented on the Results display. Event notes are overlayed on top of each results graph and are automatically shared to patients with accounts. Event notes can only be created by a therapist. Common uses include noting medication changes, significant life events or other relevant items to contextualize a patient’s results.
Creating New Note Types
To create a new type of note for your clinic, click on the Create Note Type button in the Clinic Settings.
Step 1: Enter a name for the new type of note.
The name must be unique and can't have been used before in your clinic.
Step 2: Select if you would like the note to contain a text area.
Step 3: Select if you would like the note type to allow documents to be attached.
Step 4: Select if you would like the note type to be able to be locked and signed.
Step 5: Add input fields by selecting Add Input.
The Input Fields section of a note type can be modified in many ways, including:
Changing the field type.
Changing the input field name.
Reordering or deleting an input field.
Adding or modifying available options for a single selection or multiple selection field types.
Selecting an input field as required.
At any point when creating a new note type, you can preview the note type by clicking on Preview, and this will open a new window with an interactive preview of the note type.
When you are satisfied with your new Note type, click Save. This will make the note type available to all Therapists and Admins in your clinic.
Editing Note Types
To edit a note type, select the name of the note type or, select the three dots to access the drop-down menu, then select Edit. This will take you to a page where you can edit the note type.
Please note: Modifying an existing note type will only affect new notes going forward. Previously created notes of that type will not be affected and cannot be updated to the new version of the note type.
Note type can be modified in many ways, including:
Changing the name
Adding or removing the text area
Adding or removing the ability to attach documents
Changing whether a note type can be signed
Changing the field type
Changing the input field name
Reordering or deleting an input field
Adding or modifying available options for a single selection or multiple selection field types
Selecting an input field as required
When you are done editing, select Save. The new version of the note type will be available for all Therapists and Clinic Admins to now use.
Delete Note Types
To delete a note type, select the three dots to access the drop-down menu, then select Edit. This will open a window where you will be asked to confirm your intention to delete the note type.
Please note: Once a note type has been deleted it cannot be recovered. All previously created notes that used that note type will not be affected but Therapists and Admins will not be able to create new notes of that type.
Notes Analytics
At Greenspace, notes can be used to track qualitative information around patient treatment, such as:
Session
Contact
Supervision
Other Note Types or customized Note Templates unique to your organization
Please click here to learn more about the Notes Dashboard.
Lock and Sign notes
You are able to enable note supervision which will allow for notes to be signed off on by therapists and admins. To do this please follow the steps below:
Step 1: Navigate to Clinic Settings > Configuration.
Step 2: Switch the Enable Note Supervision toggle to yes.
This will give the notes the ability to be locked and signed to admins and therapists.
Please Note: Locked notes will be locked and cannot be edited.