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Upload Note

Upload an existing handwritten note or document to add to your client records.

What is Upload Note?​

Upload Note allows you to digitize and store handwritten notes, typed documents, or any existing session documentation directly into a client's record in Serene. This is perfect for maintaining a complete digital archive of all your client documentation.

How to Upload a Note​

  1. Click "Upload" on the "Upload Note" card in Quick Actions
  2. Select your client from the dropdown or create a new client profile
  3. Choose your file:
    • Click "Browse" or drag and drop your document
    • Supported formats: PDF, JPG, PNG, DOCX, TXT
  4. Add session details (optional):
    • Session date and time
    • Brief description or title
    • Any relevant tags or categories
  5. Click "Upload" to add the note to the client's record

Supported File Formats​

Documents​

  • PDF - Ideal for scanned notes or documents
  • DOCX - Microsoft Word documents
  • TXT - Plain text files

Images​

  • JPG/JPEG - Photos of handwritten notes
  • PNG - Scanned documents or screenshots
  • HEIC - iPhone photos
Best Format

PDF is recommended for uploaded notes as it preserves formatting and is easy to view on any device.

When to Use Upload Note​

  • Handwritten session notes you want to digitize
  • External documents from other providers
  • Assessment results or test reports
  • Intake forms completed by clients
  • Historical records when migrating to Serene
  • Insurance documentation or treatment summaries

Best Practices​

For Handwritten Notes​

  • Scan clearly with good lighting
  • Use high resolution for better readability
  • Ensure text is legible before uploading
  • Orient correctly (not upside down or sideways)

For Digital Documents​

  • Convert to PDF when possible for consistency
  • Name files descriptively before uploading
  • Remove unnecessary pages to keep files concise
  • Ensure proper formatting is preserved

Organizing Uploaded Notes​

Once uploaded, your notes:

  • Appear in the client's session records
  • Can be searched by content, date, or client name
  • Are backed up automatically
  • Can be downloaded or shared as needed

Privacy and Security​

  • All uploaded files are encrypted
  • Access is restricted to your account only
  • Files are stored on HIPAA-compliant servers
  • You can delete uploaded notes at any time

Limitations​

File Size and Format
  • Maximum file size: 25MB
  • Only supported formats can be uploaded
  • Some very large PDFs may need to be compressed

You cannot upload when:

  • Another upload is in progress
  • File format is not supported
  • File size exceeds your plan limit

After Uploading​

Your uploaded note will:

  1. Appear in the client's record immediately
  2. Be searchable from your notes vault
  3. Include upload date and time metadata
  4. Be available for download or printing

Troubleshooting​

Upload failed?

  • Check file format is supported
  • Reduce file size if too large
  • Ensure stable internet connection
  • Try converting to PDF format

Can't find uploaded note?

  • Check the correct client profile
  • Look in the client's session records section
  • Use the search function in notes vault

Image quality is poor?

  • Rescan with better lighting
  • Increase scan resolution
  • Use a document scanning app for better results
Last updated on by Anurag Mandal