Treatment notes are an essential part of client care - keeping an accurate record of each session, progress, and clinical decisions. This guide covers all the ways you can add treatment notes for both appointments and classes.
Adding a treatment note from an appointment in the calendar
Go to Calendar and click on the appointment tile to open the appointment drawer.
Click Add treatment note.
TIP: The Add treatment note button will be greyed out if you are not the treating practitioner for that appointment.
Select a treatment note template, or click Copy previous note to use the client's most recent note as a starting point.
Fill in your note content and any body charts, then click Publish.
TIP: Not ready to publish your note yet? Save your note as a draft so you can come back to finish it later.
Adding a treatment note for an individual class participant
Go to Calendar and click on the class tile to open the class drawer.
Find the participant you'd like to add a note for and click the three dots to the right of their name. Select Add treatment note.
Select a treatment note template, or click Copy previous note to use their most recent note as a starting point.
Fill in your note content and any body charts, then click Publish.
Adding treatment notes for all class participants
The Add Notes for All feature lets the class coach write one set of notes that applies to all participants at once - perfect for group classes where the session content is the same for everyone.
TIP: Only the coach taking the class can use Add Notes for All - this option won't be available if you're not assigned as a coach for that class.
Go to Calendar and click on the class tile to open the class drawer.
Click Add Notes for All.
You'll be taken to the Add Notes for All Class Members page. Click the Select Template field and choose the relevant template from the dropdown.
Fill in your notes, then scroll to the bottom and click Save Notes.
Adding a treatment note from a client's profile
Go to Clients and open the relevant client's profile.
Click Treatment Notes.
Select the booking (Appointment or Class) the note relates to from the Select appointment dropdown.
Select a Treatment note template, or click Copy previous note to use the client's most recent note as a starting point.
Fill in your note content and any body charts, then click Publish.
