Session Notes allow you to create secure, encrypted notes both during and after a session with a client.
You can create notes in a couple of places within the platform. You can do so (1) during an appointment with a client, (2) after an appointment with a client, and (3) in the Roster. If you are looking for a guide on Roster notes, please refer to this guide.
Session notes allow you to add notes in a variety of different style formats. These formats will be available at the top of the Session Notes box. Clicking on each of these options will change the formatting of the notes inside the box.
You can also use defined templates for your notes. If you have a template that you would like to be included as a session note template, such as a SOAP Note, please contact your customer success manager to have it uploaded into your account today.
Taking Notes During an Appointment
In order to take and review Session Notes during an appointment, simply click on 'Join Video Session' for video appointments when you're ready to start the session. If your video appointment time has passed, ‘Join Video Session’ will become ‘Complete', but you'll still be able to click on it.
You will be prompted to the Appointment Summary page where you will have the ability to add or edit your Session Notes.
Before completing your appointment, please click on SAVE.
To finish up, click on Complete to conclude your appointment. Remember, your Session Notes will still be editable after your appointment so you can always make edits and updates.
Even after an appointment is complete, you are still able to review and edit session notes for each participant. First, click on the "Past" tab on the Appointments page.
From there, find the relevant appointment and click 'See Session Notes +' to open up your notes.
To edit your Session Note, click on the 'Edit' button in the bottom left corner of the dialogue box.
Once your desired changes have been made, click on the 'Save' button.
Your notes will be stored in the Appointment History tab for further use. Your note will indicate the date, time and name of the provider that made the note.
If you have any further questions, please do not hesitate to contact us at firstname.lastname@example.org.