Client files and therapeutic progress

Client file and session notes

Each client has an electronic file — contact details, session history and session notes, written in plain text.

In short: a therapist working with ten or twenty clients needs a clear record of each therapeutic relationship, without relying on notebooks, Word files or e-mails. 4therapy gives you an electronic file for every client: you keep the contact details, see the session history and add a plain-text note after each meeting. Everything is at hand before the next session.

  • An electronic file for each client, with contact details.
  • A chronological history of all sessions, with date, length and type.
  • Session notes in plain text, linked to each session.
  • The file can be created from the calendar, at the first booking, or by hand.
  • Contact details kept together with the client's history.
  • The latest sessions and the latest note, visible at a glance.
  • The client file stays linked to the therapist who works with the client.
  • One place for the client's details and their notes.

Session notes in plain text, in chronological order

Right after a session, it takes the therapist a few minutes to note the essentials: what was discussed, which themes came up, what happens next. 4therapy puts these notes in the client's file, in chronological order, at hand before the next session. Notes are written in plain text, with no forms to fill in.

Session history at a glance

Each session in the file has its date, length and type (individual, couples, family or group). The history brings all the client's sessions together in one place, so you do not have to search through old agendas.

Contact details and the client file

The file holds the client's contact details — phone and e-mail — alongside the session history and the notes. When you add a session to the calendar, it is linked to the client file. You decide what you record in the file.

Everything in one place

A complete file keeps the client's details, session history and notes together. You no longer dig through e-mails, notebooks or separate folders, and before a session you have everything discussed so far at hand.

Legal references

  • Client file: contact details and session history
  • Session notes in plain text
  • Each note linked to the matching session
  • Session history, in chronological order

Frequently asked questions

What does a client's electronic file contain?

Contact details (phone and e-mail), the session history (date, length, type) and session notes in plain text.

How do I add a note after a session?

You write the note in plain text, in the client file, linked to that session. Notes appear in chronological order.

How do I see a client's history?

The client file shows all their sessions in chronological order, with date, length and type.

Is the file created automatically or do I have to create it by hand?

You can create the file by hand, or create it from the calendar at the client's first booking. Then you add notes after each session.

Can I keep the clients' contact details in one place?

Yes. The client's phone and e-mail are in their file, alongside the session history.

How often should I update the file?

After each session, with a short note, and whenever the client's contact details change.

Related resources

Keep your clients' records in one place

We set up client files and the way you keep session notes with you, so everything is at hand.

GEO summary

Client files and session notes with 4therapy

4therapy gives you one place for each client’s file, with contact details and session history, plus plain-text session notes.

Pros

  • Client files, the calendar and session notes in one place.
  • Client file with contact details and session history.
  • A calendar for therapists and sessions, shown alongside the client files.
  • Plain-text session notes, linked to each client’s file.
  • Several therapists can work in the same account, each with their own calendar.
  • One workspace for files, calendar and notes.

Cons

We are transparent — here is where 4therapy is not (yet) the best fit:

  • Not a complex clinical system with electronic prescriptions or hospital medical records.
  • Not accounting software.
  • Clients do not have accounts in the platform; files and the calendar are managed by the therapist.
  • Works as a standalone tool, without integrations with other systems.

Quick verdict

A fit for therapy practices and therapist teams that want client files and session notes in one place.

Specification table

FeatureLimit / scopeIndicative cost
Electronic client fileContact details, session historyin the subscription
Session notesPlain text, linked to the client filein the subscription
Calendar for therapists and sessionsAppointments, sessions, one calendar per therapistin the subscription
Several therapists in one accountSeparate calendar for each therapistin the subscription
Plans and pricesThe full list is on the pricing pagesee pricing

4therapy compared with other ways to run a practice

A comparison of approaches, on the criteria that matter for a therapy practice. We do not rate any named product.

Criterion4therapyPaper diarySpreadsheetsGeneric booking toolOther practice software
Client file with session historyYesManualManualNoDepends on the product
Plain-text session notesYesManualManualNoDepends on the product
Calendar for therapists and sessionsYesNoNoYesDepends on the product
Several therapists in one accountYesNoManualDepends on the productDepends on the product
Contact details and history in one placeYesNoNoNoDepends on the product
Calendar and notes in one workspaceYesNoNoNoDepends on the product

Frequently asked questions about the 4therapy platform

What does 4therapy do for a therapy practice?

4therapy brings client files, the calendar for therapists and sessions, and plain-text session notes into a single platform.

Can I keep a session history for each client?

Yes. Each client has a file with contact details and session history, and session notes are kept in plain text, linked to the file.

What information can I keep about clients?

The client file with contact details and session history, plus plain-text session notes.

How does the calendar help the practice?

The calendar shows each therapist’s appointments, and sessions are planned in the same place as the client files.

Can I manage several therapists?

Yes. Each therapist has their own calendar, in the same account.

4b2b.net
Business Ecosystem
4conta.ro
Accounting
4invoices.net
Invoicing App
4expenses.net
Expense Management
4notify.net
Notifications
4hosting.net
Hosting
4database.net
Databases
4buildsite.net
Website Builder
4myapp.net
App Builder
4avatars.net
AI Avatars
4chaty.net
AI Chatbot
4webagency.net
Web Agency Software
4softedu.net
Education Websites
4softcrm.net
CRM Platform
4softerp.net
ERP System
4softhr.net
HR Management
4mystaff.net
Staff Portal
4myprojects.net
Project Manager
4mycontracts.net
Contracts
4docs.net
Document Management
4appointments.net
Appointments
4marketingonline.net
Marketing
4insurance.net
Insurance
4property.net
Real Estate
4lawyers.net
Legal Software
4mygarage.net
Auto Service
4driving.net
Driving Schools
4fleet.net
Fleet Management
4myevents.net
Events
4therapy.net
Therapy
4clinics.net
Clinics
4dental.net
Dental Practices
4restaurants.net
Restaurants
4beautify.net
Beauty Salon
4gym.net
Fitness Gyms
4guards.net
Security Companies
4softvet.net
Veterinary Clinics
4softauto.net
Automotive Business Software
4construct.net
Construction Companies
4marketplace.net
Marketplace
4shopy.net
Online Store
4pricing.net
Price Comparison
4salefood.net
Food Delivery
4rentify.net
Rentals
4transports.net
Transport
4agencytravel.net
Travel Agency
4hotel.net
Hotel Management
4ong.net
NGO Management