Client notes overview
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Client notes in Blink Session are designed to comply with clinical/medical charting standards, but can be used in any capacity. Notes are designed to be tied to a service or appointment that occurred for the client on a specific day. To add general or office notes about a client, open the client profile and click "Details" at the top.
How to Add a Client Note
- From the client record: Open a client by searching from the sidebar or going to "All". Click "Notes" and then "Add Note". You will choose an appointment or date of service the note pertains to.
- From your schedule: Hover over or click an appointment with the client and click "Add Note". If done via the schedule, the appointment will automatically be linked to the note.
- In a session: During a session, if you have linked the session member with their client record, a note icon will appear in the bottom menu bar. Click to start or continue a note for that client.
Note Templates
Blink Session has several note templates which can be removed, edited, or added to by your organization's admin (see related help article). Choose the template that matches the type of note you need to write.
Copy Previous
The "Copy Previous" button allows you to select a previous note you wrote for the client. This provides a quick way to write by simply updating what you wrote last time.
Revision History
Blink Session keeps track of changes to the note, so you can always review the history and see records of saving, finalization, and retractions.
Add to To-Do
Click the "Add to..." button to add the note to your To-Do List. This is handy for keeping track of notes you need to complete.
See other help articles for more specific information on notes.