Step 1 of 3
Open the client’s record
Open Clients and select the client. In Medical, find treatment notes and select Add treatment note. You can also use the Treatment tab in session details.
Step 2 of 3
Write the note
Enter a short, factual account of the session, including relevant preferences and work performed. Check that it belongs to the correct client.
Step 3 of 3
Save and check the history
Select Save and check that the note appears in the history. Notes need to be saved explicitly. Only the author or an admin can edit or delete a saved note.