Skip to content
  • There are no suggestions because the search field is empty.

How do I add client treatment notes?

Adding patient medical/treatment notes

You can write and save client treatment notes anytime by accessing the NOTES section on the client's profile.

You can do this by the follow steps:

  1. Navigate to the client profile - you can search for your clients through the CLIENTS tab in you menu bar

  2. Click the client you wish to write a note for.

    Screenshot 2026-07-23 at 4.31.14 pm
  3. On the client profile, click NOTES
  4. Click ADD NEW NOTE

    Screenshot 2026-07-23 at 4.57.25 pm
  5. Write your notes and then click SAVE

    Screenshot 2026-07-23 at 4.58.25 pm