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Client Notes

How to edit and add note templates

Last updated

Blink Session has several built-in note templates, but we recommend customizing which ones you use. You must have organization admin permissions to customize note templates.

Click "Organization" from the side menu and go to "Notes".

Note templates include "system" notes, which cannot be edited. Click "Add" to create your own custom note template. Add the sections you need and mark "Required" if a section must be completed to finalize the note.

Notes enabled per discipline allow you to assign note templates by staff discipline. We strongly recommend only enabling the templates that a specific discipline needs. If a discipline has only one template enabled, it will be automatically selected when they add a new note.

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