This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Copy Data from a Previous Treatment Note (Classic) guide instead.
Step 1: Navigate to the Client Card
Start by logging in to your Pabau account using your login credentials. Then, navigate to the search bar at the top of the page to search for a client. Type at least three letters for the client to appear.
Step 2: Click on the Create Button
Once you’re in the client card, click the Create button, represented by a blue plus sign in the bottom right corner of the page.
Step 3: Select Treatment Note
The Create menu lists all the actions you can take in the client card. Click Treatment note to continue.
Step 4: Select a Template
The Create Treatment Note window lists all the treatment note templates you’ve created. Use the search bar to find a template by name, or open the Favorites tab to see the templates you’ve starred. Click a template to begin.
For more information on creating treatment notes in Pabau, review this article.
Step 5: Pull Answers From a Past Session
After selecting the template, you’ll see the Past Sessions rail on the left edge of the note, along with a count of the client’s previous sessions. Click it to expand the panel.
The panel lists the client’s previous treatment notes, filtered by default to the template you’re writing. Use Filter by Form to switch to another template or show all forms, or Filter by Question to find sessions where a particular question was answered. Each past session shows who recorded it, the date, a FINAL or DRAFT badge and a preview of its first few answers — click "+X more fields" to see everything it contains.
Click Pull answers into form on a past session to copy its answers into the note you’re writing. This button appears on past sessions of the same template, since answers can only be pulled into matching questions. All the information from that session will instantly appear in your new note, allowing you to update and modify the details as needed.
To copy just one answer, hover over it in the Past Sessions panel and click the copy icon next to it — you can then paste it into any field.
Step 6: Save the Treatment Note
Once you’ve added the necessary information, click the Save Form button at the bottom of the note.
The treatment note will now appear in the EMR section of the client card (labelled Chart for US businesses), under Treatment notes.
By following these steps, you can copy the information from a previous treatment note.
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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.