How to write a session note 

Before you begin

Make sure the visit is already scheduled or in progress. You will need:

• Provider or Owner access in MediSprout.
• An existing appointment for the patient — either upcoming, in-progress, or past.

Step 1: Open the visit

1. From the main menu, select Schedule.
2. Find the appointment and click on it to open the visit details.
3. Alternatively, go to the patient’s chart and select the appointment from the Visits tab.

Step 2: Open the Note tab

1. Inside the visit, select the Note tab.
2. A blank note editor opens. If the organization has a default template configured, it loads automatically.

Step 3: Choose a template

Use the Template dropdown at the top of the note editor to select the structure that fits your documentation style. MediSprout includes:

• SOAP — Subjective, Objective, Assessment, Plan.
• DAP — Data, Assessment, Plan.
• Free-form — no predefined sections; write whatever you need.
• Custom templates — any templates your administrator has published for your organization.

You can switch templates at any time. Existing content is preserved and moved to the closest matching section.

Step 4: Write the note

1. Each template section appears as a heading with an optional prompt. Click inside any section to start typing.
2. Work through each section in order, or jump between sections as needed.
3. Use as much or as little detail as the clinical situation requires — MediSprout does not enforce a minimum length.

Step 5: Use AI Notes (optional)

If your organization has AI Notes enabled, you can let MediSprout generate a draft note from the visit transcript. Select

Generate with AI Notes inside the note editor, review the draft carefully, and edit as needed before saving. AI-generated content is a starting point only — you are responsible for accuracy and completeness.

Step 6: Save or complete the note

1. Select Save at any point to save a draft. Drafts are visible only to providers.
2. When the note is ready, select Complete note. A completed note is locked from further edits.
3. To share the note with the patient, toggle Share with patient before completing. The patient can then view the note in their MyMedi Health app.

What happens after the note is completed

• The note is permanently attached to the visit record in the patient’s chart.
• It is searchable across the patient’s history.
• If shared, the patient sees it in My Health Records inside the MyMedi Health app.
• Completed notes cannot be edited, but a provider with Owner access can add an addendum.