CounsellingClient · Process Notes

Private clinical reflections. Separate from the record.

Process notes in CounsellingClient are private practitioner reflections — separate from the official clinical record. Countertransference observations, supervision notes, clinical hypotheses, and personal reflections that inform your practice without becoming part of the client's accessible file.

Private by defaultSeparate from clinical recordSession-linkedSupervision supportNot client-accessibleEncrypted
Process notes interface showing private practitioner reflections separate from the clinical record

Countertransference documentation

Record your emotional responses, reactions, and observations about the therapeutic relationship. These reflections inform your clinical approach without becoming part of the client record.

Supervision preparation

Use process notes to prepare for clinical supervision. Session-linked notes make it easy to bring specific cases to supervision with the context your supervisor needs.

Clinical hypotheses

Document emerging hypotheses about the client's presentation, potential diagnoses under consideration, and therapeutic direction — ideas that are too preliminary for the clinical record.

Clear separation from the record

Process notes are stored separately from session notes and are never visible to clients, never included in record requests, and never part of the official clinical file. The separation is structural, not just a label.

Some reflections belong to your practice, not the record.