Records & Notes

Find appointment records, review session data and notes, and open the Service Record for each visit.

Record observations directly for a client or add them to a past appointment, without starting a live session.

Add observations to an appointment after the visit, or use data you already recorded.

Review session data, edit counts, adjust session times, and add clinical notes after completing a session.

Turn observations from the visit into your final session note, with recorded context and templates close at hand.

Create reusable note structures and choices for yourself or your team.

Capture caregiver acknowledgement, provider signature, optional team review, and signed PDF appendices.

Remove accidental record data while deciding whether the appointment should stay on the schedule.