Making a Notes & Files record

How to log and create records

Notes and Files

A simple and fast way to record documentation about a client.

  • By clicking on the ‘Notes and Files’ icon, you can proceed to provide useful information about the client.
  • You can add text by either writing or using a text template
  • You can also attach a file (image, document, etc.) to the notes
  • In the end, click on ‘Submit.’
 
Notion image
 

Note:  All medical notes and files must be signed. Once signed, notes can only be viewed, not edited.

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