The Journal function is one of the core features of EasyPractice. Here, you can easily find and create new journal entries for your clients, add pictures and files to the journals, make use of journal templates, and handle all client information in a safe way. On this page, you will learn how to find the journals and navigate some essential functions. On the following subpages, you can read more about how to:
All journals are personal, meaning that they are directly linked to a specific client. Therefore, the journal belonging to a certain client can be found in the client’s profile. To find a client’s profile, go to ‘Clients’ in the top menu bar and then click on the client whose journal you would like to edit. Your client’s journal will show on the front page:
At the top of the journal page, you can:
In every specific journal entry, you will find the following alternatives (from the left corner to the right in the image below):
Note that you will only be able to edit, lock, and delete journals as long as they have not been locked (or ‘signed’). As soon as the journal entry is locked, no more changes can be made.