Session Notes

Writing a note

1. Open the session from your calendar or the client's profile.
2. Click Add note.
3. Pick a template, or start with a blank note.
4. Save. The note is encrypted and attached to that session.

Templates

There are built-in templates such as SOAP and DAP, and you can make your own with the headings you already use. Using the same template for a client makes it easier to compare sessions later.

Attachments

You can attach files to a note, such as a scanned assessment, a drawing the client made or a letter from a referrer. They stay with the session they belong to.

Who can read notes

By default, only you. In a practice with several therapists, your admin decides who else can, based on their role. Front-desk staff can never see notes. See roles.