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 cause an information icon to be displayed next to the client’s name on the Schedule and the Manage medicals page.
How to add or edit client 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.