From the menu, click New session, then click Write/dictate.

Or, from a client's page, click Write/dictate.

Choose a client, or make it an anonymous note.

Optionally, choose a therapeutic approach.

Choose a note template.

Type and/or dictate your summary. Remember to include details to cover each section of the note type you're using.

Dictating a session summary:

To record your speech, click Dictate.

Your speech is recorded and transcribed. Once you stop dictating, you'll see the transcription in the Session summary box. Dictating won't overwrite anything you've already typed.

When you're finished speaking, click Stop.

You can start and stop dictation again as needed without losing what you've already dictated, and edit the transcript of your speech by typing.

Or, skip speaking and type your whole session overview in the Session summary text box.

When you're finished, click Generate note.

In a few moments, your note will be ready. You can edit the note as usual.

On the session page, on the left side, type or dictate the additional details.

Optionally, choose a different therapeutic approach.

Click Update. This saves your new summary, but it doesn't update your note.

To get an updated note, click the three-dot icon near the top of the note, and click Regenerate note.

To confirm, click Regenerate.

After a few minutes of processing, you'll get a new note.