When you finalize your first session note for a client, AutoNotes uses:
The note’s clinical content
Presenting concerns
Risk factors
Progression indicators
Diagnoses (if documented)
…to create a smart, individualized treatment plan with goals, objectives, and interventions.
You can review and edit the plan anytime under the client’s Treatment Plans tab. Any future finalized notes will automatically update the plan to keep it aligned with the client’s ongoing care.