A Client Note is different than adding a Client Progress Note.
Adding a Client Note is more of a Client Memo. These Notes will display on the Agenda when you hover over a Client's Name.
IMPORTANT: Client Notes are visible to ALL TheraNest Staff. Beware of PHI violations.
- Locate Client and open Client Profile.
- On Details tab, locate Client Notes field.
- Enter Note. There is no character limit.
- To view the note on the Agenda click the card icon beside the client's name.