Notes

Creating a note in - Notes Tab
Questions answered in this article: How to create a note in the notes tab? View the instructional video(s) on this topic below: Getting Started: ...
Tue, 19 Mar, 2024 at 7:13 AM
Note Editor features
Questions answered in this article: How can I create a note template? Where can I find the templates for notes? Can I add a picture to a chart note? Ho...
Fri, 15 Mar, 2024 at 2:42 AM
Sharing a note - client portal
Questions answered in this article: How can I share notes with my client or their guardian? How can I share notes with third party participants? Ho...
Wed, 27 Mar, 2024 at 6:29 AM
Creating a note in the client chart modal
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 ...
Tue, 2 Apr, 2024 at 7:31 AM
Creating a note in the Scheduler
Questions answered in this article: How do I create a note in the scheduler? Can I add attachments to the note from the scheduler? View the instru...
Thu, 14 Mar, 2024 at 11:52 PM
Adding Multiple Authors/Practitioners for Signing Notes
Questions answered in this article: Can I add multiple practitioners to sign the notes of a client? How to add the practitioners that would need to sign ...
Wed, 3 Apr, 2024 at 7:30 AM
Saving and Signing Notes - Notes tab
Questions answered in this article: What is the difference between saving vs signing a note? View the instructional video(s) on this topic below: N...
Tue, 19 Mar, 2024 at 8:04 AM
Creating Non-billable Notes
Questions answered in this article: How do I create a non-billable note? Can I create a non-billable note from either the notes tab, client chart modal...
Thu, 18 Apr, 2024 at 6:32 AM
Creating Note templates
Questions answered in this article: How do I create a template for charting? How do I allow other team members to use my templates? What is the use of t...
Fri, 19 Apr, 2024 at 12:53 AM
Setting a default document password per client
Questions answered in this article: How can I create a default password for documents and invoices I send to clients from Therabyte via email or download...
Fri, 19 Apr, 2024 at 1:40 AM