KB Home
KB Home
Login
Create a Note
KB Home
Appointments
Create Appointment
Create Note From Appointment
Business Settings
Add / Edit Practice Locations
Business Agreement (BAA)
Business Name & Details
Clients
Adding a Client
Adding Client Details
Ask AI
Change Client Code (Resuscitation) Status
Change Client Status
Download All Data
Download Single Client
Notes
Add Addendum
Adding or Editing CPT (Procedure/Visit) Codes
Create a Note
Delete a Note
Extract Problems from Medications
ICD Codes
Optimizing Note Generation
Recover Deleted Note
Signing a Note
Site Settings
Alerts
Custom Settings
Dismissal Presets
Plan Presets (Set Default)
Reminders & Alerts
Time Zone
Units of Measure
After logging in, click the "New Note" button. Select a client, or click the option to "create a new client".
Default visit date is today and the time is the current time. These can be changed at any time.
Can't find the answer you need?
Create a Ticket for assistance.