1. Open the Sessions Page
From the left sidebar, click Sessions.
You’ll see a list of service types (Individual Therapy, Intake, Group Therapy, etc.).
2. Choose Your Session Type
Click the service you want to document.
This determines what fields appear later.
3. Choose How You Want to Document
A modal will appear with three options:
Type or Dictate Notes – write or speak after the session
Record a Live Session – capture audio in real time
Host Telehealth – coming soon
Select Type or Dictate Notes for standard note-writing.
4. Summarize the Session
You’ll be taken to the note-entry page where you can:
Write a summary
Add observations (Affect, Mood, Physical, Speech, Behavior)
Indicate risk or safety concerns
Link a client (optional)
5. Click “Generate Documents”
At the bottom of the page, click Generate Documents
If you haven’t linked a client, you’ll see a prompt: Generate without a client?
Your note will still generate, but linking a client gives you better continuity.
You can choose:
Continue Anyway, or
Add Client
6. Finalize Session Details
Before your note generates, you’ll complete a quick session summary modal:
Required fields include:
Date
Duration
Start Time & End Time
Location (Telehealth / In Person)
Document format(s) to generate (e.g., SOAP Note)
Modalities used (e.g., CBT)
Click Generate Documents to continue.
7. Review Your Generated Note
Your completed note will appear on its own page.
Here you can:
Edit sections (Subjective, Objective, Assessment, Plan, etc.)
Copy any section
Download the note
Use Magic Edit to refine wording
Add additional documents if needed
Autosave ensures your changes are saved automatically.