During an Upheal telehealth session, you can check your client's chart to reference important details, and take private notes.
Checking a client's chart during a session
During the session, click the file folder icon, or Client info button.
Your client's details appear on the right side.
To see a recap of most recent treatment, click the Treatment Summary tab.
To see past notes, click the Previous sessions tab. You can collapse and expand each session to see its notes.
To type notes that won't appear in or affect your final progress note, select the Private notes tab.
To close the chart, click the file folder button again.