Non-session notes are notes that are not attached to any service, but are still linked to a specific client. These types of notes are helpful for documenting important information or updates related to a client that don’t correspond with a billable session.
Fields in a Non-Session Note
Here’s a breakdown of each fields within a non-billable note:
- Client: Select the client this note is related to. This is a required field to ensure the note is properly attached.
- Date & Time: The default reflects the date and time when the note was created, but you can manually adjust this if you're logging an event that occurred at a different time.
- Author: This is the person who created the note. By default, the author is set to the user currently logged in, but it can be changed if needed.
- Note Title: A brief title or description of the note. This helps in identifying the note at a glance.
- Templates: If you have custom note templates, you can select them here to quickly populate the note content.
→ To learn how to create templates, check out this article: Creating Note templates - Document Type: Choose a document type to categorize your note.
Tip: Select the document type first before entering your title—this may automatically adjust the title for consistency. - Format: Select the preferred format for your note from the dropdown menu. Formats may vary depending on your clinic’s setup.
- Attachments: You can upload relevant files here (e.g. PDFs, images, documents) to support the content of your note.
How to Create a Non-Session Note
You can create a non-session note in two ways:
From either the Notes tab or within the Client’s files:
Click the dropdown arrow next to the New button.
Select Non-Session Note from the menu.
In the note editor, complete the required fields.
Click Save to add the note to the client’s record.
From the Notes tab
From within the Client Files
