PPS and IO: Mobile Notes - Intake Note and Progress Note Crosswalk

This article applies to the Private Practice Suite and Valant IO

The downloadable Excel file shows which tabs from the Intake Note templates pull forward into the various other templates. 

Downloads

Intake - Progress Notes Crosswalk.xlsx

Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.