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Public Knowledge Base

Client Notes, Forms and Files

Client Notes, Forms and Files

Learn how to write notes, use online forms and save documents and files to a client's record.

Client Notes

Creating and Managing Session Notes

Creating a Session Note Template

Importing Session Note and Form Templates from our Library

Using Speech to Text to Record Session Notes

Using reMarkable with Power Diary

How To Handwrite Session Notes

Adding Supervisor Signatures to Notes

Tracking Completed Session Notes

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Online Forms

Getting Started with Online Forms

Using the Form Designer

Sending Online Forms to Clients

Online Form Expiry Date

Adding Client Authentication To Online Forms

Example Telehealth Consent Form

Submitting an Online Form as a Client

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Client Files

Upload Files or Documents

Organizing Client File Uploads