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Creating New Session Notes ​

Overview ​

Creating detailed session notes is essential for tracking client progress, meeting insurance requirements, and maintaining professional records. Praxis Notes provides a structured form to collect all necessary data and generate comprehensive clinical documentation.

Prerequisites ​

  • A Praxis Notes account with appropriate permissions
  • At least one client already added to your account
  • Basic understanding of client management

Step-by-Step Guide ​

Step 1: Initiating a New Session Note ​

  1. Navigate to the Clients Dashboard
  2. Find and select the client for whom you want to create a session note
  3. Click "View Sessions" to access their sessions list
  4. Click the "New Session" button in the top-right corner

Session Basic Information

Step 2: Entering Basic Session Information ​

Complete the Session Details section:

  1. Session Date: Select the date when the session occurred using the calendar picker
  2. Location: Enter where the session took place (e.g., "Daycare", "Home", "Office")
  3. Start Time: Enter the session start time and select AM/PM
  4. End Time: Enter the session end time and select AM/PM

Step 3: Recording Session Participants ​

In the Present Participants section:

  1. Type each participant's role or name in the field (e.g., "Teacher", "Mom", "Therapist")
  2. Press Enter after each entry to add it as a tag
  3. To remove a participant, click the "×" next to their name
  4. Click "Add" to confirm all participants are included

Step 4: Documenting Environmental Changes ​

In the Environmental Changes section:

  1. Type any relevant environmental factors that may have influenced the session
  2. Press Enter after each entry to add it as a tag
  3. If there were no significant environmental changes, type "Nothing" and press Enter
  4. Click "Add" to confirm all environmental factors are documented

Step 5: Recording ABC Data ​

The ABC (Antecedent, Behavior, Consequence) section helps track behavioral incidents:

ABC Data Entry

For each ABC entry:

  1. Activity/Antecedent: Enter what happened before the behavior occurred
  2. Function: Select the purpose the behavior served from the dropdown (e.g., "escape")
  3. Behaviors: Select applicable behaviors or type and add new ones
  4. Interventions: Select the strategies used to address the behavior
  5. Click "Add ABC Entry" if you need to document additional behavioral incidents

Step 6: Documenting Replacement Program Data ​

Replacement Program Data

For each replacement behavior program:

  1. Replacement Program: Enter the program being implemented
  2. Teaching Procedure: Document the teaching method used
  3. Prompts Used: Select the types of prompts provided during instruction
  4. Prompting Procedure: Document the specific prompting strategy
  5. Client Response: Select how the client responded to the intervention
  6. Progress: Enter a numerical value representing progress (e.g., percentage)
  7. Click "Add Replacement Program Entry" for additional programs

Step 7: Rating the Session ​

Session Valuation and Observations

In the Session Valuation section:

  1. Select one option to rate how the overall session went:
    • Fair
    • Good
    • Poor

Step 8: Adding General Observations ​

In the Observations section:

  1. Enter any additional notes, patterns, or important details about the session
  2. Be specific and objective in your descriptions
  3. Include information that doesn't fit neatly into the structured sections

Step 9: Generating or Saving the Note ​

When you've completed all required sections:

  1. Click "Save as Draft" to save your progress without finalizing
  2. Click "Generate Notes" to create a formatted clinical note based on your inputs

FAQ ​

Q: How long does it take to create a complete session note? A: With practice, most clinicians can complete a thorough session note in 10-15 minutes.

Q: Can I use templates for common session scenarios? A: You can save draft sessions as templates by using the "Save as Draft" option. These can be duplicated and modified for similar future sessions.

Q: Are all fields required? A: Required fields are marked with an asterisk (*). However, for comprehensive documentation, it's recommended to complete all relevant sections.

Troubleshooting ​

Problem: Cannot save or submit the form ​

Solution: Check for any fields highlighted in red, which indicate required information is missing.

Problem: ABC data entry isn't saving ​

Solution: Ensure you've selected both a behavior and an intervention before proceeding.

Problem: Session time validation errors ​

Solution: Verify that the end time is later than the start time and that both are in the correct format.