Notes:
To enter a note for tracking purposes in both client and staff profiles
Step 1: Access Profile
- Access the profile you would like to add a note in
Step 2: Select Notes & To Do
- Navigate to the Notes & To Do menu
- Select on Notes
In this area you will find any past notes entered by your agency, you also have the option to filter by dates, category and status to easily search for past notes
Step 3: Add Note
- Select Add Note at the top right hand side of your Notes Dashboard
- Completed all required areas and select Submit
- Once you select submit you will have access to your note on the Dashboard