Client Notes
Client notes record what happened with a client: a session summary, a preference, a follow-up. The Notes tab of the client profile keeps notes together with the client's documents, letters and charts, filtered by date, staff member and type. Use note templates for text you write often, such as a session summary layout.
Before you start
- Owners, admins and staff members see the + Add New button on the Notes tab. Front desk and finance roles can view notes but not add them.
- Team members whose client notes access is turned off do not see the Notes tab.
Add a note
- Open the client from Clients and click the Notes tab.
- Click + Add New and choose Note.
- Write the note in Note. To insert a template, type
#and pick the template from the list. - Click Save.
The + Add New menu also adds a Letter, Document or Chart. Business categories with clinical features also see vital signs, diagnosis, treatment plan and prescription options.
Find notes
Use the filters above the list: Select Date, Select a Staff (or All), the type filter (Notes, Documents, Letters, Charts or All) and Search notes by name or description. To edit or delete a note, use Edit Note or Delete Note on the note.
Share or export notes
- Tick the notes you want. A bar shows how many are selected.
- Choose an action:
- Share via Email: under Share With pick Client or Someone Else (enter Recipient Name and Recipient Email ID), add a Subject and Message, then click Share. The recipient gets a secured download link.
- Export: builds a file of the selected notes in the background. Download it from Settings > Data Exports on the Client Notes Export tab.
Create a note template
- Go to Settings > Note Templates (under Templates). You can also click Click here to go to settings in the new note window.
- Click Add New Note.
- Enter a Name (for your reference only) and the template text in Notes.
- Leave Active on and click Save.
Active templates appear when you type # in a note.
