Session notes and supervision

Session notes and supervision

Write a private note after each session, and send it to a supervisor for review when you want.

Write a session note

    Click Session notes in the sidebar, then + New note . You can also start one from a client's page.
    In the New session note window, pick the Session the note belongs to and click Write note .
    Fill in the fields: What we discussed , Scripture / truth applied , Homework assigned , and Plan for next time .
    Click Save note .
Notes are private to you.

Send a note for review

On the note, turn on Send to supervisor for review before you save. When you save, it goes to the supervisor you send it to, and only that supervisor can see it.

If you are a supervisor

    Click Supervision in the sidebar. Notes counselors sent you appear under Awaiting your review .
    Open a note, read it, and write in Your comment to the counselor .
    Click Mark reviewed to finish, or Return with comment to ask the counselor to revise and resend.

Related

  •  Contacts and cases 
  •  Messages and homework