The History tab shows all SOAP notes completed for a client in QuickerNotes. You can filter by provider, appointment type, date range, and note type (Text Notes or SOAP Forms). The History tab also lets you copy previous documentation or print notes and codes (including superbill details).
Access the History Tab
You can open the History tab in three places:
From an Appointment
Open the client’s appointment and click History.From the Client Profile
Open the client’s profile and click the History tab.While Creating a Note
When writing a new SOAP note, click History in the top-right corner.
Filter the Client’s History
Use the filters at the top to sort notes by:
Staff
Appointment Type
Date Range
Note Type (Text Notes or SOAP Forms)
Copy Information From a Previous Note
You can copy note content or billing information into a new note.
Open a new Text Note or SOAP Form.
Click History in the top-right corner.
Find the date of service you want to copy from.
Choose one of the following options:
Copy Notes – copies the note text/content
Copy Codes – copies associated CPT & ICD codes
Copy Both – copies both note content and CPT/ICD codes
Edit as needed, then Sign & Complete your note.
Copy & Link a Note from the Client Profile
You can also copy a previous note directly from the client's profile and link the new note to an existing appointment or class visit.
Open the Client Profile.
Click History.
Find the note you want to copy.
Click Copy Note.
In the window that opens, select the appointment or class visit you want to link the new note to.
Continue to the new note, make any necessary changes, and Sign & Complete.
Linking the note during this workflow ensures the copied note is associated with the correct visit rather than being created as an unlinked note.
Print Notes or Superbills
From the History tab, you can print:
The note content
Superbills
Both together
Just select the note in the History tab and
Date of Service When Copying From History
When you copy a note and select an appointment or class, the new note is linked to that visit and uses that visit's date as its Date of Service. If you do not select a visit, the copy is created as an unlinked note with its own saved date. QuickerNotes does not automatically match the copy to a nearby appointment.
History date filters use the note's saved Date of Service. After a visit is rescheduled, that saved date may differ from the current visit date shown on the opened note.
See Date of Service on SOAP Notes for complete rules and troubleshooting.choose the print option you want.