How to add additional notes to share with a client

When a healthcare professional approves medicals, they have the ability to include additional notes to share with the client. These notes are added during the medical approval process and will be displayed above the individual health category reports on the client's account. The prominent position of the reviewer notes can be beneficial for reinforcing follow-up instructions.

How to add additional notes to share with a client

• Open a medical that has a status of Ready for approval
• Click Approve
• Add additional notes in the Reviewer notes section
• Click Submit approval