Sessions and Records

The client’s Records tab includes sessions and other appointments. Open a visit to review its Service Record.

Find the visit

Choose the date range you need. Use status filters to focus on completed visits, missed or canceled appointments, or records awaiting an outcome, signature, or review.

Turn on Preview data to compare recorded measurements in the list. Show notes displays note previews and lets you search their text within the selected range.

Open the record

Select a visit to review its times, collected data, and notes. An Ongoing record links to active collection; Needs outcome identifies a past appointment that still needs its outcome documented.

After stopping a session, review its saved data in the Service Record. Offline changes still need to sync after reconnecting.

Completed appointments also let you open the Service Record from Schedule. For a visit without a live session, use Record observation.

1. Find the visit

2. Review recorded data

3. Review the note

Review and correct the data

In Data Collection, select a target under Data Summary to inspect its recorded values and make corrections when your access allows. The timeline helps you check when observations were recorded.

Frequency and duration summaries include Rate beside their recorded details. It measures occurrences per hour, while the total still shows the count or recorded duration. A dash means the rate is unavailable, rather than zero. Open a target’s progress graph to compare its individual observations in the Records list beneath the graph.

For observations entered after a visit, use Edit observations and give a correction reason.

If the visit times are inaccurate, choose Edit appointment in Appointment Details. Correct the actual start or end time; a changed observation duration can affect rate-based results.

You can also add the visit’s Client Mood rating under Data Collection when editing is available.

Clear targets that were not observed

Use Clear Empty Trackers when a target was included in a session but was not observed.

Open the client’s Records tab and open the affected completed Service Record. Find Data Collection, open its three-dot menu, and choose Clear Empty Trackers.

Keep valid zeros: A Frequency count of 0 is valid when you observed the target and no occurrences happened. Only remove targets you did not observe during that session.

1. Open the Data Collection menu

2. Review selections and Remove

The dialog starts with all listed trackers selected. Deselect any target you observed, keeping only targets that were not observed during that session selected. Choose Remove (the button shows the number selected).

The option appears when you have access to edit the session’s tracker data and at least one tracker has a zero total, no recorded events, and no occurrences. Recording must be stopped before removal. For manually entered observations, use Edit observations instead.

This removes the selected trackers from that session only. Their skill or behavior definitions and the rest of the Service Record remain in place.

Finish the note and share

Use Clinical Notes for the final visit narrative, with in-session Quick Notes as reference. Write Clinical Notes explains templates, session context, and PDF preview.

Use the top-bar download icon to export the Service Record. Choose PDF for a formatted document, or Excel or CSV for data. Signed records have their own correction and review steps.

For an accidental or duplicate record, see Delete or Clear a Service Record before removing it.