How to view session reports

session reports give you a full overview of a client’s past sessions, including notes, attendance, and payment details you can easily access and review them from the client’s profile 1\ go to clients → select a client from the sidebar, open clients and click on the client whose session history you’d like to review this will open the client’s profile 2\ open the sessions tab inside the client’s profile, select the sessions tab from the top navigation you’ll see two sections upcoming and past sessions 3\ choose the session to view under past sessions , find the session you want to review click actions → view to open the session details and report 4\ review the session report once opened, you’ll see the full session report including date, time, and service type session notes (dap, soap, or custom format) diagnosis and client progress session fee and payment status you can also scroll through previous notes or edit your current note if needed use the summary option to download or review all session reports in one place — helpful for audits, insurance claims, or progress tracking