For therapists

Therapist notes workflow

Therapist notes are therapist-authored notes with their own visibility rules, separate from the client-owned cards and wording clients create.

Quick overview

Learn how therapist notes stay separate from client-owned content, do not edit client cards, and may be visible to clients only when an explicit visibility control allows it.

What you’ll see

Therapist notes area showing note workflow and client visibility controls. — Therapist notes stay separate from the client’s card content.

Therapist notes visibility controls showing whether a note can be visible to the client. — Visibility controls determine whether a therapist note can be seen by the client.

Client-visible therapist notes section showing what the client can review. — Client-visible notes show only notes that have been explicitly made visible to the client.

Separate from client-owned cards

Therapist notes do not change a client’s card title, wording, sharing state, or archive state.
Client-owned card content remains the client’s wording and should not be overwritten by therapist interpretation.
Use notes to prepare, clarify questions, or record workspace context without treating shared cards as a complete record.

Client-visible notes

Therapist notes are private by default unless an explicit visible-to-client control is available and enabled.
Client-visible notes should be written with care because clients may read them directly.
If visibility is unclear, pause before adding sensitive note content and confirm how the current screen works.

Safety and documentation boundaries

Notes should support session preparation and shared understanding, not replace clinical documentation where the therapist has separate professional obligations.
Do not include crisis or emergency assumptions in notes expecting StephX to notify someone automatically.
Therapists remain responsible for professional judgement, mandated reporting requirements where applicable, and emergency or crisis protocols outside StephX.