Questions answered in this article:
- Can I create a note directly from the client chart modal?
- Can I use my own template to create a note?
- Can I share or send notes to my client?
View the instructional video(s) on this topic below:
- Getting Started: Client Documentation (10 min video)
- Notes: Sharing to the client portal + homework box (3 min video)
Related articles:
1. To access the Clients page, simply click on the Clients option located in the menu at the left corner of your screen.
2. To view detailed information about a client, click on their name. This action will prompt a chart modal to appear. Next, navigate to the "Files" tab within the modal. Here, you can access Notes, Uploads, and Note Attachments related to the client. To add a new note, simply select the New dropdown menu (2) and choose your desired note event type.
3. When creating a note for a client event, a note editor will be displayed. This editor offers the same features as the event session editor found in the Notes tab. To gain a deeper understanding of these features, refer to the features here.
4. You can add note details like Subjective, Objective, Assessment, and Plan on the boxes provided depending on the Note format you choose.
5. You can also add a ready-made template to your notes. Just select a template from the upper right corner. 
6. To share notes with clients, simply click the Share button, then toggle on the client you wish to share the note with. Finally, click the Confirm button to save your changes.
7. To download the note, click the Download button located at the top. From there, you can choose whether to download the note with or without a password.
8. To send a note directly from the platform via email, navigate to the Email menu at the top. From there, toggle on the clients you wish to receive the note. Click the Email Note button to send the email, with the option to include password protection if desired.
9. To sign a note, select the Sign icon on the top and to finalize and save a note, click the Save button.
11. For additional configuration options such as duplication, deletion, and adding a sketch, access the More menu.
