How to Edit a Session Note

• How to Edit a Session Note
  

  • Editing an In Progress Session Note

  • Editing a Completed Session Note

How to Edit a Session Note

To edit a session note, first you must go to the clients profile and access their session notes.

1. Locate the client on All Clients or My Clients
2. Click on their name to open their profile
3. Click the Session Notes button in the upper right
   
   
   

Editing an In Progress Session Note

To edit a session note that is still in progress please take the following steps:

1. Click the Edit button beside the appropriate session note
   
   
   
   
2. Make the appropriate changes
3. Click Save Note to save the changes manually (they are autosaved) or Complete Note if the note is done
   
   

Editing a Completed Session Note

To edit a session note that is completed please take the following steps:

1. Click the Edit button beside the appropriate session note
   
   
   
   
2. Make the appropriate changes
3. Click Update Note to save the changes
   
   
   
   
4. Changes to the session note will be viewable by clicking on the last updated date and will open in a separate window