Quickly pick up right where you left off in your therapy session without switching tabs, or retyping anything!
The new Session Note History feature lets you instantly view and reuse previous session notes for a group, student, or goal. 📝
✨ Everything you need in one place
Ever opened a session and thought, “What did we do last time?”
Now, instead of searching through past notes, you can:
Instantly view past notes for your group, student, or goal
Quickly refresh your memory on last session’s progress
Copy relevant notes into your current session in just one click
Everything stays in one place so you can keep your session moving smoothly.
🚀 How to use this feature
Check out this quick video or scroll down for step-by-step directions:
1. Navigate to the History button
Open your session event. Then look for the clock icon (🕒) in the upper right corner of each notes section.
You’ll find it in three areas:
Group Notes: notes for the entire group
Student Notes: individual student observations
Goal Notes: notes tied to that particular goal
2. View past notes
Click the History icon in the section you want to view. This will open a list of the 3 most recent session notes for that group, student, or goal.
Need more history? Select “Load More Notes” at the bottom of the window to view older entries.
3. Copy a note into your session
Find the note you want and click “Copy”.
If your note field is empty → the text will be added directly
If you’ve already started writing → the text will be added below your current notes
Either way, your work is safe and nothing gets lost.
💡Pro Tip:
Click the graph icon next to a student’s goal to quickly view recent data points collected using the data calculator.
It’s an easy way to check progress trends and see how a student has been performing over time right from your session event.
