Intake notes capture your client's essential information as they start the therapeutic process. Choose from our standard intake, Biopsychosocial Intake Assessment, Psychiatric Intake, and Headway Intake templates.
Generating intake notes
To get intake notes, just select an intake note template for the session:
Telehealth, in-person, and virtual sessions
To get intake notes from a telehealth, in-person, or virtual session, set the note template once you've ended the session. Under Note template, select an intake template.
Write or dictate
To get intake notes when using the Write or dictate option, select an intake template under Note type.
Uploaded recordings
To get intake notes from an uploaded recording, select an intake template under Note template.
Adding an intake note to an already-processed session
If you've already held the session, but the note was generated using a non-intake note template, you can add an intake note to the same session.
Go to the session page.
Click the Add note tab.
Select an intake note template. You can find intake templates easily by clicking Intake below the search bar, or type to search.
This does not affect or delete any other notes for this session.
Once you click the new template, the note will start generating.
If you'd like to delete the initial note:
Click on the note tab you'd like to delete.
Click the three-dot icon, and click Delete note.
To confirm, click Yes, delete it.