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