Manage client notes and files
Client Notes and Files Overview
Client Notes and Files allow you to store client relationship and case management information. The Notes function enables you to store text notes detailing:
- Client interactions
- Requirements
- Other relevant information
The Files function allows you to attach a document, image, or other file to the client record either as a standalone file or as part of a note.
When adding a Note, you’ll be prompted to enter:
- Subject line
- Type
- Source
The Type and Source fields are dropdown selections, and you may manage the options available for your organization on the Admin page.
How do I add and edit client notes?
Navigate to the client record. You can use the search box or click on Clients in the blue navigation bar and scroll to find them.
Select Notes.
Click on the Add button on the right (or one of the Edit buttons to revise an existing note).
To manage client notes effectively, follow these steps:
Add a client note and select the Type (Billing/Invoice, Emergency Contact, etc.) and Source (Doctor, Staff, etc.) from the drop-downs.
To upload necessary documents, follow these steps:
Click Choose file at the bottom. This can be a great way to store:
- Intake forms
- Authorizations
- Voicemails
- Medically tailored needs documents
Finally, click Save.
Follow these steps to complete your task:
Click Save to complete.
Upload any necessary documents separately on the Files page. To do so, select Files from the client navigation bar and click Add.
Follow these steps to upload a file:
Click Choose file and select the file you would like to upload. Add a short description in the Description box.
Click Save to complete the process.