Illustrative example · Sam is a fictional client
Previous session · 1 Oct
Sam needed three verbal prompts at self-checkout.
Rough capture
Today · 8 Oct“Community access after lunch. Grocery shop. Sam found eight items from the list and needed one prompt at self-checkout. She said she felt proud. Follow up the budgeting spreadsheet next week.”
Draft session note
For your review- What happened
- Sam independently located eight items from her shopping list. She required one verbal prompt while using the self-checkout.
- Compared with earlier sessionsUses the 1 Oct note
- Sam needed one verbal prompt at self-checkout today, compared with three in the previous session.
- Next time
- Follow up on the budgeting spreadsheet.
Noteable draws on a progress summary or selected earlier notes, not the whole history. What a draft compares depends on the history available and your note template, and you edit the wording before finalising.
Before the next session
The “Next time” detail stays in the finalised note. Open the client record in Noteable to review the last session and any confirmed details or recorded follow-ups.
Confirm useful details and review suggested follow-ups before creating them with an owner and due date.
Sam
Last session 8 Oct · No outstanding work
Last time
I supported Sam in the community after lunch for a grocery shop.
Next time
Follow up the budgeting spreadsheet next week.
What works
Self-checkout with one prompt; eight list items found.
Likes
Felt proud after finding list items and completing self-checkout.



