Step-by-step guide
- To add a session note open the appointment that the note is for. If the appointment is part of a series be sure to open the OCCURRENCE and not the series. Session notes can only be added to billable appointments that are a single occurrence.
- Choose the 'session note' tab and select the template from the drodrop-down menu. For help setting up templates click here
- Complete the session note fields and tap the 'save' button.
- When you save a session note it will not only save the information to the appointment, it will also save a PDF copy of the session note to the client's file cabinet in the folder labeled 'session notes'.
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