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: ...
Mon, 15 Feb, 2021 at 4:16 PM
Note Editor features
Questions answered in this article: How can I create a template? Where do I find the templates for notes? Can I add a picture to a chart note? How do I...
Mon, 15 Feb, 2021 at 4:23 PM
Sharing a note - client portal
Questions answered in this article: Can I share notes with my client? How do I share the notes? Can I directly email the notes to my client? View ...
Mon, 15 Feb, 2021 at 4:28 PM
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 ...
Mon, 15 Feb, 2021 at 5:08 PM
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...
Mon, 15 Feb, 2021 at 5:07 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 ...
Mon, 15 Feb, 2021 at 5:12 PM
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...
Thu, 25 Feb, 2021 at 5:03 PM
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...
Mon, 15 Feb, 2021 at 5:19 PM
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? Related articles...
Mon, 22 Feb, 2021 at 4:53 PM