A Client Note is different than adding a Client Progress Note.
Adding a Client Note is more of a Client Memo and is located on the Client Details page.
IMPORTANT: Client Notes are visible to ALL My Clients Plus Staff. Beware of PHI violations.
- Locate Client and open Client Profile.
- On Details tab, locate Client Notes field.
- Enter Note. There is no character limit.
- Access the note by returning to Client Details or by clicking the Blue Contact Card icon beside the client name on the Agenda.