When you select From Notes, a dialog will open showing all previous appointments with that patient.
Select an appointment from the list.
The system automatically prefills the treatment plan using data from:
Therapy sessions
Assessments
Self-reports
Review the prefilled sections and make edits if necessary.
Click Save & Continue to move to the next segment of the plan.
This feature helps clinicians quickly generate structured plans based on existing session data, saving time and maintaining consistency in care.