Client case notes

Created by Rocky Webster, Modified on Fri, 5 Apr at 2:50 PM by Rocky Webster

Good case notes are an essential element of good record keeping.

Here is how you find, add and delete client case notes.

1 - Navigate to the record of the client you wish to add notes to.

2 - Click on Notes in the side-navigation menu.

3 - Click the Add new client note button.

4 - Type your note. See the image below for available formatting options.

5 - Click the Save note button.