Session Notes
How do I write a session note?
After each session, you'll document what happened and any progress toward goals. Metanoa makes this easy with templates designed for clinical documentation.
Let's Document Your Session
- Open the client's profile or go directly to the session from your schedule
- Click on the session you want to document
- Fill in the note template with your observations, interventions, and client responses
- Link relevant goals to show progress on specific therapy objectives
- Save your note and it becomes part of the client's record and you're all set!
Good to Know
- Notes should be completed as close to the session as possible while details are fresh
- Your clinic may have specific documentation requirements, so check with your Admin if unsure
- Session notes become part of the client's permanent record and may be included in reports
Related Topics
- How do I complete pending notes?
- Can I edit a note after saving it?
Common Questions
- What note templates are available? Metanoa includes templates like SOAP notes and progress notes. Your clinic may have customized templates as well.
- Can I see another therapist's notes? Yes, if you're both assigned to the same client's department. Metanoa is designed for team-based care.
How do I complete pending notes?
Have notes you haven't finished? Here's how to catch up on your documentation.
Let's Find Pending Notes
- Check your dashboard or notifications for reminders about incomplete notes
- Go to the client's profile or find the session in your calendar
- Click on the undocumented session to open the note
- Complete your documentation with session details
- Save the note and you're all set!
Good to Know
- Pending notes may show up on your dashboard or in Analytics
- Completing notes promptly keeps your documentation audit-ready
- Your Admin can see which therapists have pending notes
Related Topics
- How do I write a session note?
- How do I view pending notes by therapist?
Can I edit a note after saving it?
Yes, you can usually edit notes for a period after saving them.
Good to Know
- Your clinic may have policies about how long notes can be edited
- Some clinics lock notes after a certain time for compliance reasons
- Any edits may be tracked in the system's audit trail
- Check with your Admin about your clinic's specific policies
Related Topics
- How do I write a session note?
Last updated on