Add a Client Note/Memo (My Clients Plus 3.0)

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.

1. Locate Client and open Client Profile.
2. On Details tab, locate Client Notes field.
3. Enter Note. There is no character limit.
   
   
   
4. Access the note by returning to Client Details or by clicking the Blue Contact Card icon beside the client name on the Agenda.
   

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