To access a note that has been previously saved, go to your Clients List and select the client’s name you wish to view and then click the Notes tab. From here you will see a running list of all notes saved for this client. To open a note, simply click the name of the document. This will open the note saved in a new tab.
Articles in this section
- Can a client see my notes as I am taking them during the session?
- If I want to send a document to my client, how would I do this?
- How do I take a new note?
- How do you open a note you have already saved?
- How do you send a progress note to a client?
- How do I add an addendum to a note?
- Are my notes taken on a client confidential?
- How can I upload general documents and forms from my computer?
- How can I access my Client’s Documents and Client File?
- How can I add a document specifically to a client's file?