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Client Notes, Forms and Files

Client Notes, Forms and Files

Learn how to write notes, use online forms and save documents and files to a client's record.

Client Notes

Creating a Session Note Template

Creating and Managing Session Notes

Tracking Completed Session Notes

Using Speech to Text to Record Session Notes

Using reMarkable For Writing Notes

How To Handwrite Session Notes

Adding Supervisor Signatures to Notes

Importing Session Note and Form Templates from our Library

BizzyAI: Scribe & Note Refine

Using Diagnosis Codes

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Online Forms

Adding Client Authentication To Online Forms

Sending Online Forms to Clients

Using the Form Designer

Submitting an Online Form as a Client

Getting Started with Online Forms

Online Form Expiry Date

Example Telehealth Consent Form

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Client Files

Upload Files or Documents

Organizing Client File Uploads