How to Add Preferences

Preferences can only be added to the CR Essentials default session notes. Before you can add session notes, please make sure to prepare the client and follow the steps on the links below:

• How to Prepare a Client to Start Creating Progress Notes

To add progress notes, check on the links below:

• Creating the Progress Note from the Analyst’s perspective  
• Creating the Progress Note from the Assistant’s perspective

To start adding preferences:

1. On the Create Progress Note pop-up screen, scroll down to the bottom and you will see the Client Preferences section.

   

   

2. Add preferences on either of the new preferences text boxes. You can add one per box.
3. You can also add a comment in the additional comment box.

4. Click Next & Save.

   
   

The newly created preference/s will reflect on the following screens:

• Client Prereferences

• On all future Progress Notes.

The preferences will not reflect on the date before the preference was first seen or added.

You can also archive an existing preference, by clicking on the  archive checkbox.