1. From the Sessions Page
This is the quickest way to add a note linked to a specific appointment. Navigate to Sessions from the main menu
Find the session you want to add a note for
In the Notes column, click the Note icon on that row
The note editor will open with the session automatically linked This is ideal for writing up notes during or after a session, as it saves you from manually linking the note to an appointment.
2. From the Calendar
You can also create a note directly from an appointment on your calendar. Navigate to your Calendar
Click on the appointment you want to add a note for
In the appointment details panel, click Add note
The note editor will open with the appointment automatically linked
3. From the Client Profile - Appointments tab or Notes tab:
Open the client's profile
Go to the Appointments tab
Find the relevant appointment and click the note icon in the Notes column
The note editor will open with that appointment automatically linked
Alternatively, you can add a note via the Notes tab under the client’s profile. This method is best for ad-hoc notes, and you can still link any notes to an associated session if needed.
4. From the Clients List
For a quick note without navigating into a client's profile:
Go to the Clients page
Find the client in the list
Click the note icon in the Notes column on their row
The note editor will open for that client
Which Method Should I Use?
If you want to........ | Use this entry point |
Write up a session note? | (auto-links the appointment) |
Add a general note for a client? | Client profile > Notes tab or Clients list |
Add a note while reviewing a client's appointments? | Client profile > Appointments tab |
5. After an online video session:
At the end of a video call, you will be presented with a prompt asking if you would like to add notes for the session. This is entirely optional.
When the video call ends, a "Your session has ended" screen will appear
Below the video quality rating, you will see "Add notes for this session now?"
Click Add notes to open the note editor with the session automatically linked, or click Maybe later to skip
This is a convenient way to capture your thoughts while they are still fresh. The note will be linked to that session automatically. You can always add or edit the note later from the Sessions page, Calendar, or Client Profile.
Which Method Should I Use?
We appreciate that everybody has their own workflow and therefore you can decide what is best for you; however, here's a quick guide on what scenarios could potentially work best.
If you want to........ | Use this workflow |
Write up a session note? | (auto-links the appointment) |
Add a general note for a client? | Client profile > Notes tab or Clients list |
Add a note while reviewing a client's appointments? | Client profile > Appointments tab |
Capture notes right after a video call? | Post-session prompt |
Conclusion
Managing client notes efficiently in Therasee helps you maintain accurate records and provide better care. By following these steps, you can create, organise, and manage your client notes effectively.