Admin notes

Add, edit, or delete Admin Notes for clients.

Updated over a week ago

Admin notes allow you to create notes for an interaction with a client, or an Admin reminder for a follow-up report/referral.

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From a Clients file

1. From the client's Overview page, select Admin Notes > Add Notes.
​2. Adjust the relevant fields and dates, add a note, then click Save.

πŸ’‘ SMS/Email appointment reminders & manual SMS/Email sent from the client record will be added as DONE Admin Note automatically.

From the Dashboard

1. From the Dashboard click Communication > Admin Notes > Add Notes

2. Adjust the relevant fields and dates, enter a client, add a note, then click Save.

πŸ’‘ The Dashboard Admin Notes view will only list TO DO/IN PROGRESS notes, whereas notes marked as DONE will be mapped to the client file.

Edit or remove an Admin Note

1. From the list, click View/Edit next to a note > Edit at the bottom > adjust the relevant fields, then click Save.

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