Viewing, copying and sharing session notes on web

This help article covers how to view, copy, or download session notes on the web application.

Viewing session notes

To view session notes for a client:

1. Open the Clients tab
2. Select and open the relevant client’s profile
3. Click on the Notes tab under the client's name
4. Hit the Session Notes filter button

Copying session notes

To copy a session note simply click the Copy icon beside the note you want to copy.

Downloading session notes

To download a session note simply click the Download icon beside the note you want to copy. This will create a pdf document that you can share by attaching to email, or save to another record system.