Notes & Editor

There are six entry points for creating notes:

• The create button at the bottom-right of the screen (accessible from any page)
• The quick action menu on the client detail page
• Two methods from the client flow:
  • The button at the top of the flow for a client-linked note
  • A session card in the flow for a session-linked note
• Directly from the session detail page for a session-linked note
• In another clinical note, select text and create a reflection note: the selected text moves into the new reflection note and the two notes are auto-linked
• From a goal's detail page, create a linked note (relationship type is chosen first)

For personal notes, the wizard follows type and template steps; for clinical notes, it follows client, type, and template steps. In both flows, you can quick-start with the standard note type without a template.

Clinical note wizard (3 steps):

• Client selection
• Note type selection (select the clinical subcategory and note type)
• Template selection (choose a matching template or start with a blank template)

Personal note wizard (2 steps):

• Note type selection
• Template selection

In both flows, a quick-start option is available with the standard note type; this skips the template selection step and opens the editor directly.

There are two ways to link a note to a session:

• From the note editor: open the Note Settings menu and switch to the Context tab; the client's sessions are listed and you can select one to link.
• From the client flow: open the menu on a note card and link the note to a session.

Once linked, the note appears on the session detail page and on the session card.

The Notes page consists of a left sidebar and a main content area. The Clinical and Personal tabs at the top switch between contexts.

Clinical context: the left sidebar shows a client list with sessions under each client; click a client or session to filter notes.

Personal context: the left sidebar displays the folder tree; click a folder to filter notes.

In the main area, notes are displayed as cards in a grid layout. Each context has three status tabs: Active, Archived, and Trash.

Filtering from the left sidebar varies by context:

• Clinical context: filter by client and session
• Personal context: filter by folder

At the top of the main area, there is a search bar for searching by title, content, and tags, a Filters button for accessing additional filters, and a sort option (such as last modified). You can also change the view mode from the top bar.

Clinical notes are classified under 9 subcategories:

• Assessment
• Formulation
• Session
• Planning
• Crisis
• Monitoring
• Intervention
• Documentation
• Termination

There are 40+ system note types in total, and each subcategory has its own note types and templates. When creating a note, you first select the subcategory and then the note type within that category in the second step of the wizard.

Templates are formats that give notes a ready-made structure.

Each template uses a two-level hierarchy: blocks sit inside sections. Templates support 10 different block types.

Template selection happens in the third step of the note creation wizard; you can also apply a template to an existing note afterward.

Notes can be in three states:

• Active: editable, visible in lists, all features available.
• Archived: preserved, read-only mode, can be reactivated when needed.
• Trash: deleted, can be restored within 30 days, permanently deleted after the retention period.

You can create one in two ways:

• Select text in any note and click the compass icon in the toolbar; the selected text is added as context and a reflection note is created.
• Create a new reflection note directly from the Notes page by selecting the reflection note type.

The first method is ideal for generating thoughts based on a specific clinical observation.