Downloading a Single Session Note
There are 2 ways to download a single session note. - From Individual Session Note:
Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option.
Step 2: Click on in the upper-right corner.
Step 3: A popup box will appear for Export Session(s), and you can choose which informations you want to include by checking the relevant items.
- From Client Page:
Step 1: Navigate to Search Clients then input the name of the desired client
Step 2: A dialog box will appear allowing you to access the client page by clicking Go to Client Page.
Step 3: Click on the Events tab on the left-hand side then click then click 
on the selected session you want to download.
Step 4: A popup box will appear for Export Session(s), and you can choose which informations you want to include by checking the relevant items.
Note: You can download it in either PDF or CSV format. Related Articles
Session Note Status (Written, Signed, Locked)
When viewing appointments on the calendar, the status of the session note will be indicated on the left-hand side of the session. Yellow note icon indicates that the note has been written and signed by the professional. White note icon indicates that ...How to Paste a Previous Session Note
This action is applicable only when there is an existing note from a previous session. Step 1: After scheduling an appointment, access the details by clicking on the appointment, then proceed by selecting the 'Add Note' option. Step 2: Click on ...Creating Custom Note Template
Step 1: Navigate to Account Settings within the Setting dropdown. Step 2: Go to Custom Notes tab then click + Add New Custom Note. Step 3: In the Properties tab, enter the name for the new note template and choose whether you want it to include the ...Writing a Group Note
Guide for setting up groups can be found here: Creating Client Groups Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature. STEP 1: Click on the Group ...List of Available Note Templates
The following is a list of all note templates currently available for use. Session Note Templates · CBT Note fields o Today’s Agenda o Homework Compliance o Notes o Symptoms o Interventions o New Homework o Next Session’s Agenda ...