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Recording special notes for clients

The Special Notes tab contains areas for making various types of notes about the client.

note

For example, if you begin each entry with a date, you can track client information by dates.

  • There is no limit on the amount of information you can add to each area.
  • Use the scroll bars for each area to view text.

To use the Clients Special Notes tab after opening or adding a client, complete the following steps:

  1. Complete the Visit notes area by following these steps:

a. Click . A file appears in the left pane with the current date.

b. Type text in the right pane of the Visit notes area and it also appears in the left pane in the selected file.

  • Click to remove a selected file.
  1. To complete the Diagnostic notes, Lab notes, Medical history notes and Prescription notes areas, type information directly in each pane.
  2. Click to save the information in the Clients editor, including the client's special notes.
    • Select File/Save As to save the file under a new name.