Notes can be added to a client’s profile to record key information and track interactions. Each note is categorised as either Administrative or Clinical and the interaction format is specified. Notes are automatically marked as important and this can be deselected at the bottom of the note editor.
Notes marked as important will display an information icon next to the client’s name on the Schedule and Manage Medicals pages.
How to add or edit client profile notes
- Open the client’s profile page.
- From the left sidebar, select Notes > click Add note.
- Choose the appropriate Category and Entry type.
- Enter a short summary of the purpose of the note in the Headline field.
- Enter detailed information in the text box provided > click Create.
- To update or remove a note, select Edit or Delete.
Use filters on the notes page to search the notes history by category, entry type or specific keywords in the headline.
How to add a clinical note to a medical
- Click the
icon on the bottom right of the page - Choose the appropriate Category and Entry type.
- Enter a short summary of the purpose of the note in the Headline field.
- Enter detailed information in the text box provided > click Save draft to close an unfinished note.
- Reopen the note to make additions or amendments.
- Click Publish to save a note.
- Any unpublished notes will be shown under Internal Notes in the Report Approval window.
- All notes are accessible via the Notes tab on the left sidebar.
A note will be published automatically when a medical is approved.