In this guide, you will learn how to efficiently view and download session notes within Theralytics. We will walk you through the steps of selecting clients, choosing note types, including clinical data, and generating session notes. You will also learn how to save the session notes in your preferred file format, ensuring that your data is accurately recorded and easily accessible for review. Whether you need to include session data or simply download a completed note, this guide will help streamline your workflow and improve your data management process.

TABLE OF CONTENTS

• Downloading Session Notes
• FAQs

Downloading Session Notes

Step 1: Open the Reports Menu

From the main menu, navigate to "Reports." This is where all reporting modules are located.

Step 2: Navigate to the Audit Tools Module

Click on "Audit Tools" in the Reports menu to access session-related data.

Step 3: Select Session Notes

Click on "Session Notes" to access the report where completed session notes are stored.

Step 4: Select a Client

From the dropdown menu, select the client whose session notes you want to view. Use the search bar if needed to quickly locate the client.

Step 5: Select Note Type

Choose the desired note type from the dropdown menu. This helps filter the report to show only the relevant session notes.

Step 6: Include Clinical Data (Optional)

If you want to include clinical data in the session notes, click the "Include Clinical Data" checkbox. Including this data provides a more comprehensive view of the session, making the report more informative.

Step 7: Generate the Report

After making your selections, click the "Generate" button to create the report. If you skip setting filters, the report will default to the current week and include all staff and locations. Note that unrendered appointments will not appear in the report.

Step 8: View Report

Once generated, the session notes will appear below. Review the notes to ensure they contain the desired information.

Step 8: Download the Report

To download the report, click the "Save" icon. A dropdown menu will appear where you can select your preferred file format (e.g., PDF, Excel).

Tip: 
Use the search bar in the dropdown menus to quickly locate specific client/staff.

Congratulations! You now know how to efficiently view, customize, and download session notes in Theralytics. By following these steps, you can ensure that your session notes are accurately documented and easily accessible for compliance and record-keeping purposes. If you encounter any issues or have additional questions, please don’t hesitate to contact the Theralytics support team for assistance.

FAQs