Treatment notes are clinical records of your consultations with patients. A new treatment note should be created for each and every consultation, serving both as a reference to recall what was discussed or observed at the time and is a legal requirement.


In SimpleClinic, you can use Treatment Notes:

  1. To type in your notes during the consultation with the patient if you prefer to use a digital or paperless format only, or
  2. To type in your notes after the consultation from your written notes or paste in notes ( paste as plain text) from an AI scribe like Heidi.


To start a treatment note, go to Patients -> Select the patient record:

  1. Create -> Treatment Note.
  2. Add New (next to Treatment Note list). 


Some points to bear in mind with the Treatment Notes:

  • An Appointment Type is a mandatory selection that must be made before starting your notes. 
  • Treatment notes have an autosave that runs in the background every 300ms.
  • You can leave the page at any time and return to the treatment notes for a client by going to Patients -> Select the patient record -> Select the Consultations tab -> select the View button, this allows you to view/edit the treatment note.
  • Do not use treatment notes in two separate tabs as this can lead to data loss.
  • View Treatment Note history either in the sidebar, or by selecting the View All Treatment Notes button on the Consultations tab.
  • Do not cut and paste from a website/word document as the source has formatting tags that are not compatible with SimpleClinic. If coying and pasting please note you will need to select  "Paste as plain text " by right clicking on your mouse.
  • Do not copy in images.


Treatment Notes are very customisable! You can customise your notes using:

  1. Appointment Types
  2. Custom Fields
  3. Content Library
  4. Pathology results
  5. File uploads


NB - Treatment notes are (by default) only visible to the practitioner who wrote and saved the notes, for patient privacy purposes. Other practitioners and reception users cannot see these notes. In multi-practitioner clinics, the clinic administrator user can change the SimpleClinic settings to allow sharing of some relevant treatment note information to other practitioners if required. Please click here for steps to do this.