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Notes are the standalone documentation surface: a note you write about a person without going through a department queue. Solo and team plans do all their clinical documentation here.

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Where everything is

The left rail is headed Clinical Notes and holds New Note, Templates, Custom Templates and Snippets, then an AI section with AI Notes. AI Notes opens a sheet over the page rather than taking you somewhere else. New Note opens the New Progress Note dashboard, which offers three ways in: Below those sit Waiting on you (n) — notes needing your countersignature — a Quick Note card, and Recent Notes.

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Write a quick note

1

Fill in the Quick Note card

Enter a Note Title, then choose a Template Type: SOAP Note, Progress Note, Initial Assessment, Therapy Session, Discharge Summary, Treatment Plan or General Note.
2

Attach it to a person

Use the Client picker — “Search clients…” — to choose who the note is about.A draft saves without one. A final note does not: you will be told “Please select a client before saving the final note”.
3

Add tags and write

Tags (“Add a tag…”) make the note findable later. Write the body in Note Content.
4

Save, or sign and lock

Save keeps it as a draft you can come back to. Sign & Lock finishes it — see below.

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Sign and lock

Select Sign & Lock to open the Sign & Lock Note sheet. Choose the Signing Provider, then add the Provider Signature — type it or draw it, under the heading Electronic Signature — and confirm. A locked note tells anyone who opens it “This note is locked and cannot be edited”. If you need to change it, select Unlock Note.

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Countersign a colleague’s note

The Waiting on you (n) card collects notes signed by someone you supervise: “Notes signed by a colleague you supervise. They are not final until you countersign.” Select Read the note, read it properly, then countersign. Until you do, the note is not final. Countersigning can be granted to specific people — see Permissions.

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The AI writing tools

Two tools sit in the editor toolbar, both on the text you have already written:
  • AI Rewrite — rewrites a passage you select.
  • AI Autocomplete — suggests the next few words as you type. Press Tab to accept the suggestion, or keep typing to ignore it.
Both need the Essential plan or above. To generate a whole note from a recording or an uploaded document instead, use the AI Note Taker.
AI text is a first draft, never a record. Read every sentence before you sign — your signature makes it yours.

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Check it worked

The note appears under Recent Notes with the right person’s name against it, and on that person’s chart. A signed note shows the signing provider and cannot be edited until it is unlocked. If you sent it for countersignature, it stays in your supervisor’s Waiting on you (n) list until they act.

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If something goes wrong

eSignatures & Locking needs the Starter plan or above. On the Free plan you can write and save drafts but not sign them. See Change your plan.
The Free plan caps how many clinical notes you can write each month. The count resets at the start of the next month; the Starter plan and above remove the cap.
Both need the Essential plan or above. They are separate from the AI Note Taker, which is an add-on rather than a plan feature.
A final note needs a client or patient selected. Choose one in the Client picker and save again — and if the person does not exist yet, add them first in Register patients.
Select Unlock Note, make the correction and sign it again. Both the lock and the unlock are recorded in your audit log, so amend rather than working around it.