Add Multiple Notes for a Client Session

After you create an initial Note for a Client Session from your Task List, the link to create another Note disappears. You can add additional Notes from the Client's Notes tab.

1. Click My Clients in the navigation bar and open the appropriate Client.
2. Click the Notes tab.
3. Click the Plus icon to add either a Therapy Note or a Collaborative Note.
   • Therapy - Used for all billable Notes. i.e. Session Notes.
   • Collaborative - Used for NON-billable Notes.