To view clients’ clinical notes, you must first be connected to the client.
Once connected, clinical notes can be viewed from the Dashboard and Insights modules.
To access a client’s notes from the Dashboard module:
- Navigate to the Contacts module and select Clients.
- Click the client’s name.
- If the Notes & Forms widget is in the client’s Dashboard, click the form you want to view, or hover over the widget and click the Show/Hide More button to view more forms.
- Or, click the Profile tab on the top left-hand side of the client’s Dashboard.
- Click Notes & Forms.
- Click the note to be redirected to view the form.
Click here to learn how to connect employees to clients.
Click here to learn how to add widgets to My Dashboard.
Click here to learn how to view notes in the Insights module.