1. Log on to your TherapyPM portal using this link https://app.therapypms.com/.

  2. Go to Appointments > List View. 

          (Fig. 1)

  1. Use the filters and choose the desired appointment.

(Fig. 2) 

  1. Click on the three horizontal dots (...) under Actions column (right). 

(Fig. 3)

  1. Select Copy Notes. 

    (Fig. 4)

  1. Select the form under the drop down to copy notes from the previous session into new ones. 

        (Fig. 5)


For example, If you want to reuse a note from a previous session with Dua S, you can copy it to a new appointment.