Template library · Session notes
Session Progress Note template
Document the content and outcome of an individual therapy session.
Individual session documentation
- 12 fields across 3 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
Assessment Details
- Client NameText
- Date of BirthDate
- Client ID / MRNText
- Date of AssessmentDate
- Clinician / CoachText
- Location / ModalityText
Session Note
- Presenting status at session startText
- Interventions used this sessionText
- Client responseText
- Plan for next sessionText
Signatures
- Clinician SignatureSignature
- Date signed (clinician)Date
When to use it
Write a session note after each appointment, while it is fresh, so the record of what happened and what comes next is complete.
How it works in MyWellOps
- Open the client’s record and start a note from the template.
- Write it yourself, or record the session with the client’s consent and edit the draft AI Notes gives you.
- The note is saved on the client’s record, private to your practice.
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