This article details about how to give access to session notes to a patient.


  1. Use the Patient tab in the left navigation to access the All Patient List to select the required patient.
  2. Click the Note Access option to view the note templates available.
  3. In the Note Access screen, use the checkbox to add/ remove the note template to give viewing access to the patient.
  4. After selecting the template, scroll to the bottom of the screen and click the Save button.