Boulevard now allows staff members to add notes to completed forms. Whether it is a client intake form or an internal staff form, staff with access to the Client Profile are able to add notes to responses within the form. The note will include the timestamp and the note author’s name.
Adding a note
To add a note to a completed form, first select “View Form” (if in the Forms tab of the Client Profile) or click the form name (if in the Appointment.) At the bottom of the form there is a white bar that includes “Add Note.”
Once selected, there will be a banner at the top indicating that you are in edit mode. Select the form field where you wish to add a note.
You will be able to add a note up to 150 characters. Once you select “Save” the note will be saved to the draft. You can have one note attached to each field.
When you’re done adding notes, select “Done” at the bottom of the page to exit edit mode. The note will now be visible whenever a staff member views the form.
Select the three dots to the right of the note to view details, edit, or delete the note.
Editing or deleting notes
To edit a note, either select the note itself or select the three dot menu to the right. Then select “Edit”. Once you select “Save” the new note will replace the previous note. The previous author’s name and timestamp will be replaced with the most recent author and their note’s timestamp.
To delete a note, select the menu then “Delete.” This is a permanent change and cannot be undone.
Note: this feature works best on a laptop or desktop