How to Add Client Notes
2. Adding Note From Dashboard
Your dashboard shows you a list of recent clients. To add a note for a client, click on the yellow notepad next to their name.
2.1. Enter your text, then click 'Add Note'
2.2. Your note will be added to your client's note history
3. Searching For Client
To add a note for a particular client, click the 'Clients' Tab. This Tab will display a list of patients.
You can use the Search Bar to look up clients.
You can sort any column in ascending or descending order by clicking on the column header.
Once you have located your client click on their name.
Your client's dashboard will be displayed. Click 'Notes'.
Click 'Add Note'.
Enter your text, then click 'Add Note' to save.
4. Searching Notes
You can search notes by date, author, or keywords.
