Here are the steps to capture a client note:
Navigate to the Clients Page
Select the client for whom you would like to record a note
Press New Note in the right-hand corner of the page
Select who the note is viewable by through the share button
Complete the note and click Complete
Here are the steps to create a note from within your calendar:
Navigate to the Calendar page.
Go to the Appointment for which you are creating a note
Select Add note
Complete notes as normal
Here are the steps to use a template in your note:
In the note modal, select the file icon in the bottom left corner
After selecting the file icon, select See Template library
Select which template you would like to use and press select template
Here are the steps to use smart chips in the note editor:
Create a note as stated above
Select the data chip icon (pill-shaped) next to the field's icon
Add the data chip with the information you would like pre-filled for the client you are creating a note for. The information will auto-populate from the client's information
Save or send the template as usual.
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.