*There are two ways to add notes to a client's chart.


Version 1 - Shortcut:

1. From anywhere in the system, select the orange plus sign at the bottom right of the screen.


2. Several blue icons will pop up on screen. As you scroll through the icons, you will find 'Add Notes'. Click it! 


3. The 'Add Notes' pop up box will appear. Fill out all applicable information and click 'Save'. Done!



Version 2:

1. Starting in your 'Client Dashboard', select the client chart you are adding notes too. 


2. Once in the client's chart, select the 'Add Notes' icon in the upper right corner of the chart. 


3. The 'Add Notes' pop up box will appear. Fill out all applicable information and click 'Save'. Done!



Version 3: 

1. Starting in your 'Client Dashboard', select the client chart you are adding notes too. 


2. Once you are on the Client's select "Notes" that is located in the navigational menu and in the subsection of "Clients". 



3. This will lead you to the Notes page where you can write any note in our software as well as search for any note written in our software. 

Select, "+ Add New"

Then select which note you would like from the drop-down menu. 


4. The 'Add Notes' pop up box will appear. Fill out all applicable information and click 'Save' or 'Save & Sign'