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In this video tutorial, Shelley Myers, a business success coach for Practice Better, explains how to create a session note directly from a form completed by a client. This process differs from the form mappings feature, which imports completed forms into the client's file. Instead, the questions and responses are added directly to the session notes, bypassing the client file. Using a demo client, Addie, Shelley highlights that while form mappings are useful for initial intake forms, not all forms need to be mapped to the client file. Some forms can go directly to session notes for further additions or modifications.
