A well-kept record makes every session and audit easier. mePro keeps notes, documents, and history in one place per client.
Keep records tidy
- Upload documents (assessments, letters, prior records) to the client's Files tab.
- Use tags to group clients by presenting concern, payer, or program.
- Review the timeline to see every appointment, note, and payment at a glance.
Archiving vs deleting
When care ends, archive the client to remove them from active lists while retaining the record for your legal retention period. Permanent deletion is separate and irreversible — use it only when your retention obligations have passed.
Tip: Check your jurisdiction's record-retention rules before deleting anything — many require keeping records for several years after the last session.
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