- Click Clients in the blue navigation bar. Search or find desired client.
- Click Notes next to the desired client.
- If the client has multiple cases TheraNest will take you to the cases page to choose a case. If they only have one open case it will take you to enter a new progress notes. Simply click on the Progress notes tab again to be taken to the list of notes already written. Click Details next to the desired note.
- Edit as needed and click Save.
*Note: If the note has been signed you may be restricted to make changes. See article here on if you or an admin can remove the signature so changes can be made.