It is possible to upload client notes that were created outside of TherapyMate to add them to the Notes and Documents tab in a client's chart. While we encourage you to create your notes within the system, it is possible to use this feature to keep externally created notes in TherapyMate.
To upload a note, click on the Upload File as Note button as show below:
On the next screen, click on the Choose Files button.
Locate the externally created note(s) on your computer, select one or more notes and click the Upload button when done.
The uploaded note will now appear on the Client Notes area.