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Where can I locate my client’s drafted session notes? - Knowledgebase / Secure Telehealth Sessions and Session Notes - Therapy Help Desk

Where can I locate my client’s drafted session notes?

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If you drafted notes during a secure telehealth session or if you would like to view completed session notes you can follow these steps to locate them:

  1. Click on “My Practice” and select “Clients” from the drop down menu. This will display all your clients.


  2. Click on the name of your client to open their profile. At the bottom of their profile you will be able to view their appointment history.


  3. Click on the “View” option next to the appointment to open their session note.


  4. You will be directed to a new page to view their session note. Fill out the form and click on "Save Form" or "Submit" to save the changes.

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