Notes & Shared Reflections

The Notes tab in a client’s profile lets you create written notes that can be shared with the client through their portal. These are different from clinical session notes (which are private) — these are collaborative, intended for the client to see and respond to.

Creating a Note

1. Open a client’s profile and click the Notes tab
2. Click + Create Note
3. Fill in a Title for the note
4. Write the content in the text area — you can use bold, italic, underline, and other formatting
5. Click Save

[Screenshot: Note creation form with title and rich text editor]

Sharing or Hiding Notes

By default, you control whether a note is visible to the client or kept private:

• Share a note → the client can see and read it in their portal
• Lock / Hide a note → it stays private and only you can see it

To toggle visibility, use the share/lock icon on the note.

Viewing and Managing Notes

All notes for a client are listed in the Notes tab in chronological order. You can:

• Search for notes by title or content using the search bar
• Edit a note (only the creator of a note can edit it)
• Delete a note (permanent — cannot be undone)

Comments & Discussions

Each note has a comments section below it. Both you and the client can leave comments to open a discussion.

• You can edit or delete your own comments at any time
• This creates a conversation thread under each note, useful for reflections or homework follow-up

Client-Created Notes

Clients can also write their own notes in their portal. These appear in the same Notes tab and work the same way — they can choose to share or hide them from you.