Where to Find It
Go to Clients.
Select a client.
Click the Documents tab.
This is the default tab when opening a client.
What You’ll See
The Documents view automatically groups everything by date, including:
Session notes (SOAP, DAP, BIRP, PIE, etc.)
Intake/evaluation documents
Screening tools the client has completed
Treatment plans
Additional documents created in a session
Status tags (e.g., Not Yet Finalized, Completed)
Each entry includes a three-dot menu for actions such as editing, finalizing, or downloading.
How It Updates
New documents appear automatically after they are generated.
Editing or finalizing a note updates it in the list.
If your organization uses AI Summaries, finalizing notes helps keep the client overview current.
Sorting & Searching
The Documents view allows you to:
Sort by Newest or Oldest
Search documents by keyword or type
This makes it easy to find a specific note when working with long-term clients.
Why It Matters
The Documents tab provides:
A clear, date-organized view of the client’s entire clinical activity
Quick access during audits, supervision, or ongoing treatment
Simple navigation when you're managing multiple note types or plans
It ensures you always know where a client’s documentation stands.