History Tab (View Previous Notes, Copy Content, and Print)

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:

1. From an Appointment
   Open the client’s appointment and click History.

2. From the Client Profile
   Open the client’s profile and click the History tab.

3. 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.

1. Open a new Text Note or SOAP Form.

2. Click History in the top-right corner.

3. Find the date of service you want to copy from.

4. 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

5. Edit as needed, then Sign & Complete your 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 choose the print option you want.