Creating a Session Note

You can write Session Notes (or Treatment Notes) in a way that works for you and your clinical practice. Templates allow you to focus on writing these Notes without worrying about formatting or forgetting information that you need to record.

In this article:

Creating a Session Note

You should Create a Session Note Template prior to creating a Note.

  1. First, you'll navigate to a client's profile and click Records → Notes.
  2. To create a Session Note simply click + Create New.
  3. If you have multiple templates to choose from, do so now.
  4. Fill out your Session Note as required from the Template.
  • Once complete simply click either Save as Draft (if you plan on returning to the Session Note to make changes or spell-check);
  • or Save and Complete which locks the Session Note from further changes. This is recommended for long-term storage and avoids unintended deletions or edits.

Hint 💡

The Session Note can be Unlocked if you are logged in as the Master User or a sole practitioner. Just navigate to the Session Note in question and click on the padlock icon shown here;

This moves the Session Note back into the Draft status for further edits.

Editing a Session Note

If it's still a Draft, you can go back into it and edit its content any time by clicking on the pencil icon. Any progress is automatically saved.

Pinning a Session Note

By default, all Session Notes for a client are listed chronologically, with the newest at the top. If a particular Session Note is important to your client's long-term planned treatment, you can click on the pin icon which literally pins it to the top of the page regardless of its age, saving you time searching and scrolling;

Copying a Session Note

If you find yourself using the same template continuously for your sessions this makes it easy to pick the same one automatically, ready for your most recent observations.

Attaching Files to a Note

You also have the option of attaching documents and files to a Session Note. To do this simply click the  paperclip icon when already editing the Session Note to reveal the ability to drag-and-drop files that are relevant to that appointment's Session for clinical recordkeeping;

After uploading, they can be clicked on and previewed inside Power Diary.

Upload Restrictions

If you try and upload a type of file we can't accept, we'll let you know. At the time of writing, valid types of files we can accept are;

  • jpg/jpeg and png images

  • csv, xls, or xlsx Worksheets

  • zip

  • pdfs

  • doc or docx Microsoft Word documents

  • text/txt files

  • html, htm

  • heic

Video formats are not supported because they are typically too large, but these can be compressed into an aforementioned ZIP file.

Frequently Asked Questions

Below are some questions that we often receive, but if there is something that you don't see covered here please feel free to let us know and we'll help you out.

How can I see who authored a Session Note?

The username of the author is displayed toward the bottom right of the Session Note.

Can I unlock a locked Session Note?

The Session Note can be Unlocked if you are logged in as the Master User or a sole practitioner. Just navigate to the Session Note in question and click on the padlock icon shown here;

This moves the Session Note back into the Draft status for further edits.

I have completed a Session Note but accidentally saved it to the wrong client profile - can I delete it?

From the Master User login, go to the client's  Profile → Records → Notes, click the lock icon to unlock the note. This should convert it back to a Draft, at which time the trash can icon will appear in the bottom-right of the Session Note so you can delete it.

How do I manage my Note Templates?

Session and Admin Note Templates are managed via Tools → Note Templates. You can learn about this at Creating a Session Note Template.

How do I print all notes for a client at once (ie. for a subpoena)?

You can simply go to the client's profile, navigate to their Records → Notes and click Print All. Alternatively, if you would like the entire record for the client in a machine-readable format you can go to Tools → Data Export and use the single client export function. Learn more about that at Exporting Your Data.

Will my logo print on Session Notes?

Yes. When printing Session Notes, if you have uploaded your logo at  Setup → Configuration → Invoices your logo will appear on printed Session Notes.

If notes are left as a Draft indefinitely, do they stay there forever, or will they expire at some point?

They'll stay there indefinitely - as long as another user does not delete or edit it, which they could do to a Draft!

I deleted a Session Note accidentally - can you rescue it?

Unfortunately, this isn't possible due to our strict data handling procedures for clinical data. Hence, we prompt you if you are sure to delete something, as this is a permanent action we cannot remedy;

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