Table of Contents

• Creating a Session Note through a Clients Profile
• Creating a Session Note in Session
• Creating a Session Note through a Clients Profile
• Creating a Session Note During a Session
• How to Edit a Session Note
  

  • Editing an In Progress Session Note

  • Editing a Completed Session Note

• How to Delete an In-Progress Session Note

Creating a Session Note through a Clients Profile

1. Navigate to the clients profile from My Clients or All Clients
2. Click the Session Notes button in the upper right
   
   
   
3. Begin typing your note in the Session Notes section to the right
   
   
   
   
4. (Optional) Select an existing template to save typing, for more information on session note templates see here
   
   
   
   
5. (Optional) Add a title for the session note in the Title field
   
   
   
   
6. (Optional) Associate the session note with an appointment through the Appointment dropdown
   
   
7. After you have added your note, click Create  
   
    
8. After you click create, on the left side of the page, you will see In-progress status for the note
   
   
      
9. When the note is In Progress status, you can view, edit or delete the note.  
   
10. Once you are finished editing the note, click Complete Note. 
    
    
    
    The note will then transition to Completed status
    
    

Creating a Session Note in Session 

Notes can be created during a session through the following steps:

1. Open the Notes section on the right hand pop out window (open by default)
   
   
   
   
   
2. Begin typing your note in the Session Notes section
   
   
   
   
3. (Optional) Select an existing template to save typing, for more information on session note templates see here
   
   
   
   
4. (Optional) Add a title for the session note in the Title field
   
   
   
   
5. The current appointment will auto populate the Appointment field
6. After you have added your note, click Create  
   
   

How to Edit a Session Note

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
   
   

How to Delete an In Progress Session Note

Note: You cannot delete a completed session note due to policy and auditing purposes. Only in progress notes can be deleted

To delete a session note please take the following steps:

1. Click the Delete button beside the appropriate session note 
   
   
   
   
2. Click Confirm in the window that appears