---
title: Viewing and Adding Treatment Plan Notes
description: published
---

<iframe loading="lazy" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0;margin: 0;" src="https://www.canva.com/design/DAHLjH8jnIs/hTUz9WpLsvZ0LDEbb__LvQ/view?embed" allowfullscreen allow="fullscreen">
</iframe>

<https://www.canva.com/design/DAHLjH8jnIs/hTUz9WpLsvZ0LDEbb__LvQ/view?utm_content=DAHLjH8jnIs&utm_campaign=designshare&utm_medium=embeds&utm_source=link>

<https://www.canva.com/design/DAHLjH8jnIs/hTUz9WpLsvZ0LDEbb__LvQ/view?utm_content=DAHLjH8jnIs&utm_campaign=designshare&utm_medium=embeds&utm_source=link>

[[Skip to content](https://onlinetherapy.elumatherapy.com/support/article/550-viewing-and-creating-treatment-plan-notes#main-content) English Show submenu for translations Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty.](https://www.canva.com/design/DAHLjH8jnIs/hTUz9WpLsvZ0LDEbb__LvQ/view?utm_content=DAHLjH8jnIs&utm_campaign=designshare&utm_medium=embeds&utm_source=link)

1. [eLuma Knowledge Base](https://onlinetherapy.elumatherapy.com/support?hsLang=en)
2. [Insight Help Documents](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en)
3. [Treatment Plans and Active Service Lines](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#treatment-plans-and-active-service-lines)

# Viewing and Adding Treatment Plan Notes

As a Service Provider or a School Admin, you can View or Add Treatment Plan Notes to Students with whom you are connected.

1. Navigate to the Student Page from the side menu.

![](https://onlinetherapy.elumatherapy.com/hs-fs/hubfs/image-png-Jul-01-2026-04-51-10-7445-PM.png?width=3084&height=1588&name=image-png-Jul-01-2026-04-51-10-7445-PM.png)

1. Click on the Student’s name to view their

- Profile
- Activity
- Connections
- Documents
- Progress Report
- Treatment Plans

1. Click on the ‘Treatment Plans’ tab.

![](https://onlinetherapy.elumatherapy.com/hs-fs/hubfs/image-png-Jul-01-2026-04-54-14-3580-PM.png?width=3108&height=1106&name=image-png-Jul-01-2026-04-54-14-3580-PM.png)

- There are 3 sections listed under ‘Treatment Plans’ that you can Edit or Add new information: 
    - **General**
    - **Services**
    - **Notes**
- For additional instructions, go to the related articles 'Select and Edit a Treatment Plan' or 'Add and Edit Services'.

*\*\*\*For this article we are focusing on the **Notes** section.*

- The **Notes** section is for additional comments or information pertaining to the Student’s Treatment Plan.
- You can also view historical Notes that have been added in the past.
- Also, an automatic system generated Note will be created when there are updates to the Student’s Treatment Plan, Services or Goals.
- **\*Once a Note is added in this section you cannot edit or delete it.**

![](https://onlinetherapy.elumatherapy.com/hs-fs/hubfs/image-png-Jul-01-2026-04-55-24-5871-PM.png?width=3120&height=1612&name=image-png-Jul-01-2026-04-55-24-5871-PM.png)

1. When you click the ‘Add Note’ button the system will automatically timestamp and document who typed the note.
2. The Add Note modal will appear with a Text box, Cancel button, and Add Note button.

![](https://onlinetherapy.elumatherapy.com/hubfs/Knowledge%20Base%20Import/file-p6R3a03LMy.png)

1. Click inside the Text box and type your Notes.

6a. To Exit the Add Note modal at any time and **not** ‘Save’ your Note, you can either click the “X” in the top right corner or click the Cancel button at the bottom right corner of the modal.

- Once clicked you will go back to the Treatment Plans tab page without creating a new Note..

![](https://onlinetherapy.elumatherapy.com/hubfs/Knowledge%20Base%20Import/file-XIH4ZWci4v.png)

1. When you have completed typing your Note click on the ‘Add Note’ button in the bottom right corner of the modal.

![](https://onlinetherapy.elumatherapy.com/hubfs/Knowledge%20Base%20Import/file-Pq5aJLH5Km.png)

- A Confirmation notification at the top of your screen briefly pop-up that says, “Added  Note has been added”.

- [Insight Help Documents](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#main-content)

    - [Treatment Plans and Active Service Lines](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#treatment-plans-and-active-service-lines)
    - [Scheduling Events: Insight Calendar](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#scheduling-events-insight-calendar)
    - [Documenting Events: Insight Calendar](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#documenting-events-insight-calendar)
    - [Run Reports](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#run-reports)
    - [Insight Features and Navigation](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#insight-features-and-navigation)
    - [Assessment and Evaluation Events](https://onlinetherapy.elumatherapy.com/support/insight-help-documents?hsLang=en#assessment-and-evaluation-events)
- [Provider Success Community](https://onlinetherapy.elumatherapy.com/support/provider-success-community?hsLang=en#main-content)

    - [Using BackPack](https://onlinetherapy.elumatherapy.com/support/provider-success-community?hsLang=en#using-backpack)
    - [Assessments](https://onlinetherapy.elumatherapy.com/support/provider-success-community?hsLang=en#assessments)
    - [Additional Features](https://onlinetherapy.elumatherapy.com/support/provider-success-community?hsLang=en#additional-features)
- [Zoom Support](https://onlinetherapy.elumatherapy.com/support/zoom-support?hsLang=en)

[![eLuma Online Therapy](https://onlinetherapy.elumatherapy.com/hs-fs/hubfs/eluma-logo-color-notag-lg%20(2).png?width=939&height=281&name=eluma-logo-color-notag-lg%20(2).png "eLuma Online Therapy")](http://eluma.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, eLuma