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 the client's page.

4. Select the Note Type

• Set the Note Type dropdown to Session Notes

5. Edit the Note

• Locate the session note and click the pencil icon in the Action column

6. Make Changes

• In the Edit Session Note modal:

  • Update the Subject

  • Update the Body content

7. Save Changes

• Click Save to apply edits