Keep session notes and the notes between sessions in the right place. Write directly or use an AI draft, then review the wording with the appointment and client context close by.
Inside the current PractaLuma workspace
Work from rough notes, a template or an AI-generated session draft. Keep the transcript available as source material when it exists, rather than losing it behind the polished version.
Record a phone call, observation or administrative interaction as a client note. Keep appointment-based notes with their session and use categories and pinning for the wider client record.
Find earlier notes from the client record and open the appropriate session workspace to edit. Documentation remains connected to the person and appointment it describes.
Start a session note or a general client note according to the interaction.
Compose the note yourself or work from a draft, checking the details.
Find the note with the client or session it belongs to.
Session notes belong to an appointment and can include rough notes, an AI-generated note and a transcript. Client notes capture other information, such as phone calls, observations or administrative interactions.
Yes. Manual notes remain part of the workflow. AI drafting is an optional way to prepare text for your review.
The client record provides the note and session context. Session-note editing takes place in the relevant session workspace.
Explore Clinical Notes in the context of your whole practice.
