Adding Session Notes

You can record your session notes in Power Diary and print a hard copy for your paper file (if required). Here's how you do it:

 

  1. Go to the Client Profile (Use the client's search at the top of the page)
  2. Click on Records >> Notes >> Add Note
  3. Enter session note and click 'Save'.  (The 'Activity Focus' needs to be completed before saving.  This can be anything you like but is often a one or two word summary of the contact.  This might be 'Initial Assessment', 'Review Session' etc.)
  4. Click Print if required to print the note as a PDF


Printing Session Notes:

You can print all session notes for a client at once by clicking on 'Print All Notes'. This will print the notes as a PDF and will separate each note onto its own page. 

 

Locking Session Notes:

You are able to save session notes in 'Draft' or in 'Locked' status.

If the user does not have 'Allow Draft Session Notes' as an available permission they will only be able to lock session notes. Saving the note in draft allows users to go back and edit the session note before locking it.

If a session note has been locked then it cannot be unlocked and no further edits can be made to the note.

Read more on user access here.

 

Note History Log:

 All notes have a History Log which records the date and time when a user creates, saves and locks the session note. The name of the user who performs the actions will be listed.