Video Tutorial:
1. Access the Reports Tab
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From your dashboard, click Reports in the main menu.
2. Select a Client
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Use the Client Dropdown to choose the client you need notes for.
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Tip: Search by name or ID for faster results.
3. Filter by Event Type
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Select an Event Category (e.g., “Therapy Session,” “Consultation”).
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Toggle between “Appointment” or “Event” to refine results.
4. Choose a Service
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Pick the specific service from the list (e.g., Speech Therapy, Counseling).
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Note: Only services tied to the client’s profile will appear.
5. Set the Date Range
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Use the calendar tool to select:
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A single date (e.g., today’s session).
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A custom range (e.g., Jan 1 – Mar 31, 2024).
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6. Generate Notes
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Click Generate Session Notes.
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The system will display all notes matching your filters.
7. Review & Export
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Preview: Scroll through notes on-screen to verify accuracy.
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Download: Click Export as PDF to save a digital copy.
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Print: Click Print for a physical copy.
