To create a new note, hover over the Note Center tab in the navigation bar and select from the drop-down the note type you will be writing, then click Create New Note. Follow the instructions below to write either a PIE, BIRP, or Universal Group Note.
Jump to Section: [PIE Group Notes] [BIRP Group Notes] [Universal Group Notes]
PIE Group Notes
- Click Create PIE Note for MULTIPLE Clients.
- Enter in the Service Date.
- Use the Client(s) drop-down to select all Clients that were in the group session.
- Fill in the remaining fields. The required fields are marked with a red asterisk.
- When completed, scroll to the bottom of the page and click Submit Note.
BIRP Group Notes
- Enter the Date of Service.
- Check the box stating that this is a Group Note.
- Use the Select Client(s) drop-down to select all Clients that were in the group session.
- Fill in the remaining fields.
- When completed, scroll to the bottom of the page and click Submit.
Universal Group Notes
- Use the drop-down to Select Note Type.
- Highlight multiple Clients in the Select Client(s) section by holding down the Ctrl key on a PC, or Command on a MAC, and then select the appropriate Client Names.
- Click Submit.
- You will be brought to the note form for the specific Note Type you selected. Fill in the fields and submit the note.