Managing Session Notes

• Adding Session Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client for whom you want to add a session note. 3. Navigate to the Notes Tab Click on the Notes tab at the top ...

• Editing Session Notes

  1. Access the Client Section Go to the > Client section in the left pane. 2. Select the Client Click on the client whose session note you want to edit. 3. Navigate to the Notes Tab Click on the Notes tab at the top of ...

• Viewing Session Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose session notes you want to view. 3. Navigate to the Notes Tab Click on the Notes tab at the top of ...

• Requesting Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose session notes are missing. 3. Navigate to the Notes Tab Click on the Notes tab at the top of the ...

• Reminding for Missing Notes

  1. Access the Client Section Go to the > Client section in the left panel. 2. Select the Client Choose the client whose session notes require follow-up. 3. Navigate to the Notes Tab Click on the Notes tab at the top o ...