If you ever need to download your session notes for regulatory reasons or for your records you can take the following steps.

Step 1: Locate the Client's Profile

First you will need to locate the client's profile which can be easily done by:

1. Navigating to My Clients or All Clients
2. Searching for the client by their name, email or one of the other search filters
3. Click on the clients name to open their profile

Step 2: Access Session Notes

Once you have opened the client's profile you can access their session notes by clicking on Session Notes

Step 3: Open the Session Note

Once you are viewing the client's session notes you can open individual or all session notes.

View an Individual Note

To open an individual note, please take the following steps:

1. Find the note in the session note list
2. Click the eye icon under the actions column
   
   

This will open the note in a separate window.

View All Notes

To view all session notes, you can click on View All Notes.

This will open a new window that will display all the session notes including the date, and author of the note.

Step 4: Save the File as a PDF

Once the window is open you can take the following steps to save it as a pdf.

1. Right click on the window and select Print
2. Select Save as PDF (or similar) under the printer dropdown
3. Click Save or Print (depending on your device and option selected)
4. Save the file to the appropriate folder