Click on the "Clients" heading. Click on "Client Search".
Go to the Notes tab of the client's profile.
This page allows you to add a new note to the household's profile.
- Click on the "Add a Note" button to create a new note.
- Type your note.
- Check off the checkbox beside "Mark this note as an alert" to set the note as urgent. This will display the note on the top of each page of the client's profile.
- Checking off "Mark this note as private" will restrict the note to be seen only be users within your organization.
- Click on the "Save" or "Cancel" to discard the changes. button to save changes
On the Notes page:
The "Notes" feature can also be found at the bottom of the page when adding a visit. You can add a note and set it as an alert status in the same way as a regular note. These notes will appear on the Notes page.