Practitioner Treatment Notes & Free-Form Charting
Free-Form Treatment Observations
For routine consults, short check-ins, or ongoing therapy adjustments that do not require a full 4-part SOAP assessment, clinicians can create standard Practitioner Notes:
Navigate to Clients > select a client > open the Notes tab.
Under the 'Practitioner Notes' section header, click '+ Add Note' and select 'General Note'.
Enter an informative Note Title (e.g., 'Artic Session 4 - R Sound Mastery Check').
Format clinical observations using the rich-text toolbar (bolding, italics, underlines, text colors, and lists).
Click 'Save Note' to publish or 'Save as Draft' if further details will be added after charting hours.
Note Filtering & History Search
Clinicians can quickly locate past session notes without scrolling through endless pages of client history:
Search Query: Use the instant search bar to find notes by keyword, treatment technique, or author name.
Filter by Status: Click the filter icon to isolate All Notes, Active Notes, Starred Notes, or Archived Notes.
Starring Critical Notes: Pin crucial treatment notes (such as allergy precautions or sensory accommodations) to the top of the timeline for fast review.
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