Adding a New Clinical Note

There are multiple ways you can add or create a Clinical note.

Method One:  From the Patient/Client Profile

  1. Click on the Patient's/Client's name (from the Patient/Client listing page, from the Search, etc.)
  2. Click on the Clinical Notes tab
  3. Click on New Clinical Note

Method Two:  From the Calendar

  1. Click on the Patient's/Client's name in the Calendar
  2. Click on New Clinical Note button 

Method Three:  From the Dashboard

  1. Go to the Appointment Section (bottom left corner) on the Dashboard
  2. Click on the Black Triangle beside the Now Show button
  3. Click on New Clinical Note button

 

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