Real-time updates

If more than one person works in your practice account, ShrinkNotes keeps everyone in sync automatically. Changes one person makes show up for the others live — no refreshing required.

How does syncing work?

While you’re logged in, your browser holds a live connection to ShrinkNotes. When anyone on your account makes a change, ShrinkNotes pushes it to every other logged-in user on that account, and it appears in place. There’s no popup to dismiss — a new appointment simply shows on the calendar, a completed intake appears in your sidebar, and so on.

What updates live?

  • Appointments — creating, editing, rescheduling, and cancelling.
  • Session notes — when a session is saved.
  • New clients — a client added by anyone on the account.
  • Intakes — when a client completes one, and when a therapist marks it viewed.

What about my encrypted private notes?

Real-time sync never weakens your encryption. End-to-end encrypted notes are sent as ciphertext; a colleague’s browser receives the update but can only read the content if they hold the key. Without it, the note stays locked — consistent with how private notes are protected per practitioner.

What happens if I lose connection?

ShrinkNotes reconnects on its own within a few seconds. However, changes other people made while you were disconnected aren’t replayed after you reconnect, so if you’ve been offline, refresh the page to pull the latest for certain.

Last updated 2026-08-11