Managing clients and writing session notes
In this session we'll guide you through everything you need to get up and running with clients and notes. You'll learn how to:
Create and manage clients
Store clients' background and personal information in their record
Write secure session notes
Upload and store files securely
Create reusable note templates and phrases
Tip
This session is intended for practitioners joining a practice
This lesson skips the admin setup and gets straight to what practitioners use on a day-to-day basis. If you are an admin or solo practitioner and need guidance on the setup, switch to one of our other learning pathways.
Finished this lesson?
Mark it complete and move on.