Within every Client Profile is the ability to add, edit, or delete specific Client Notes. Use this to enter private text or a file attachment that will be date stamped and saved to the individual Client Profile. There are two sub-sections to the client notes area, Medications, and Allergies, which you can use to track per individual when applicable. Client notes (all sections), like Scheduling Alerts, are internal only and are only visible to staff members who have access to client profiles.
Client Notes are commonly used for:
Documents and files
*Must have “View Client Notes” privilege enabled to view notes in a client’s profile.
Adding a Client Note
*Must have “Create and Modify Client Notes” enabled in privilege groups to add or edit a client note.
Open the customer's Client Profile
Type in the desired text into the Client Notes section
Upload a file (optional)
Deleting a Client Note
Hover your mouse over the box of text to delete
Click the trash can icon that appears on the right