How to Create a Session Note Template
The only way to create a session note template is from an existing note
- Find a client on All Clients or My Clients
- Click on their name to open their profile
- Click the Session Notes button in the upper right
- In the session notes section, enter the information you would like to save as a template
- Once completed select the Save as Template button.
- Enter the name for your template and then select save
