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 Add Note

Method Two:  From the Calendar

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

Method Three:  From the Dashboard

1. Go to the Appointment Section (upper left corner) on the Dashboard
2. Click on the Dropdown menu 
3. Click on the Three Dots beside the No Show button
4. Click on the New Clinical Note button