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Can I view all of the appointments and session notes associated with my client? - Knowledgebase / Managing Clients - Therapy Help Desk

Can I view all of the appointments and session notes associated with my client?

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To view all the interactions that you had with a particular client, please follow the steps below:

  1. Go to “My Practice” from the top navigation menu and click on “Clients”.


  2. Here you can find a list of all of your clients. Click on your client’s name.


  3. By selecting your client’s name, you can view the appointments you have had with them. 
  4. Click on the “View” option under the “Client Appointment History” section to see the session notes for that particular appointment.

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