Free Form (Text) SOAP Notes

Text Notes let you create flexible, free-form SOAP notes in QuickerNotes. You can type your own content, insert macros, copy from previous notes, add images with annotations, and include CPT/ICD insurance codes.

Create a Text Note

You can create a Text Note in three locations:

1. From an Appointment

1. Open the client’s appointment page.

2. Click New Note → Text Note.

2. From the Client Profile (Appointments tab)

1. Open the client’s profile.

2. Go to the Appointments tab.

3. Select the appointment → New Note → Text Note.

3. Create an Unlinked Note

Unlinked Notes are always Text Notes.

1. Open the client’s profile.

2. Go to the Unlinked Notes tab.

3. Click New Unlinked Note.

For more detail, see the Unlinked Notes article.

Build Your Note Content

Inside a Text Note, you can:

• Type directly

• Insert a macro

• Copy from previous notes

• Add images

Insert a Macro (formerly Templates)

1. Click Macros.

2. Select one or more macros to insert.

3. Edit as needed.

See the Macros article for more details.

Copy From Previous Notes (History)

Copy options only appear when your Text Note is in Draft.

1. Open a draft Text Note.

2. Click History (top-right).

3. Choose:

   • Copy Notes

   • Copy Codes

   • Copy Both

For full capabilities, see the History article.

Add Images to Text Notes

Insert an Image

1. Click the Image button in the note editor.

2. Choose an image to insert.

Annotate an Image

1. Click the Edit Image icon.

2. Add drawings, labels, or shapes.

3. Click Done.

Image Manager

Use the Image Manager to upload and manage reusable images.

See the Image Manager article for more details.

Add CPT & ICD Codes

Text Notes are the only note type that support insurance codes.

1. Open a Text Note.

2. Expand the Insurance Codes panel.

3. Search for CPT or ICD codes.

4. Add codes; adjust CPT units as needed.

Codes added here appear on printed notes and superbills.

See the Insurance Codes article for more details.

Tray 

Add to Tray

1. Click Add to Tray in an open Text Note.

2. The item stays visible at the top of the screen as you navigate.

See the Tray article for more info.

Sign & Complete

1. Finish your content.

2. Click Sign & Complete.

The note becomes read-only, but you can still add addendums.

See the Signature article for more info.

Reset to Draft

To edit a completed note (with permission):

1. Go to Dashboard → SOAP Notes.

2. Locate the note.

3. Click Reset Draft.

This removes cosigners and unlocks the note.

See the Reset Draft article for more info.

Addendums

You can add addendums to completed notes.

1. Scroll to the bottom of a completed note.

2. Click Add Addendum.

3. Save your update.

Addendums are timestamped and can be deleted when the note is reset to Draft.

See the Addendums article for more info.

Permissions

Your role must include the appropriate Notes permissions under:
Settings → Roles & Permissions → Notes