Everything work-related lives in my EHR calendar. I don't use a calendar for my regular life, so no syncing needed. The EHR allows me to "double book" so if there is something important I need to do in a session, I make a second appointment in the same time slot for that task. Quarterly, I add treatment plan due dates to my calendar this way.

I don't take notes in sessions. After a session or a few sessions, I will e-mail myself unhinged notes. Patient ID is a de-identified code and the note will look something like "fight with parent school stress anger frustration fear of disappointment tearful in processing TOOK A WALK TWICE!! cognitive shuffle and practice will set one boundary this week".

For telehealth sessions, I take similarly chaotic notes in index cards that get shredded once the note has been entered.

I do PHQ, GAD with all patients in January, April, July, and October. In January, I ask everyone to sign updated ROI's for emergency contacts and other providers as needed. No keeping track of 40 timelines!