What are Personal Notes?
Personal Notes are an evergreen, running log to capture and view relevant notes about clients. They are accessible during sessions and when documenting session notes, but are not submitted with session notes.
Key Benefits
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Remember Details: Jot down notes about your client you may need in future sessions, like their dog's name or favorite food
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Personal to You: Personal Notes are not submitted with the session notes, meaning they are not part of the client's medical record. They are just for you.
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Evergreen: Personal Notes can be modified anytime, so you can easily add to existing notes or delete what you no longer need.
How to Access Personal Notes
Personal Notes are saved automatically, and can be accessed both during the session and on the Sessions page of the client's profile.
Frequently Asked Questions
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How do I access Personal Notes during a session? Click on the Personal Notes icon in the top right corner, next to Session Notes. You can switch between these at any time, and Personal Notes are automatically saved.
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How do I access Personal Notes after a session? Select your client, and click into any session. You’ll find the Personal Notes option above your Tava Scribe or manual session notes. You can also access personal notes from the client profile.
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Can I edit personal notes after the session? Yes, Personal Notes can be added to, deleted, or edited anytime. They are a single rolling note - just scroll down to see your past notes.
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Will Personal Notes be available in the client’s medical record? No, Personal Notes are only visible to you and are never submitted to the client’s medical record with session notes.
- If a client moves to a new therapist, will the new therapist see the personal notes I wrote about the client? No, personal notes are only ever visible to the provider that wrote them.