Complete a Skills Note (IEP)

To be signed a Skills Note requires a valid Evaluation and Individual Treatment Plan. Without these, the note can only be saved.

To create an Individual Skills Note:

1. Click the student’s name in the list of active students to the left of the calendar OR by searching in “Clients” list (left-hand navigation)
2. From the “Forms” dropdown, select Skills Note
3. The skills note will include the client’s diagnosis and Goals from the treatment plan. Before you sign the note, you can update:
   1. Date of Service
   2. Start/End Times
   3. How many students (only applies to Group sessions)
   4. Goals Addressed
   5. Activity
   6. Response
4. When all fields are complete, click the Save & Sign button. This form will not be editable after clicking Save & Sign.

To create a Group Skills Note:

1. Drag and drop all clients to the time slot for the group session (if it’s a repeating group appointment, you can check the “Repeats” box to set up the repeating session).
2. Set the length of time for the session in the appointment window
3. When it’s time to write notes for the clients, click the Notepad icon () on the appointment. The DOS and Start/End Times are not editable in the skills note because they have been set in the appointment window.
4. Change “How many Students” to the number of students in the session
5. Complete the rest of the note.
6. Click Save to save progress or Save & Sign to complete the note.