Skip to content
  • There are no suggestions because the search field is empty.

How do I add client treatment notes?

Open your client’s profile, click Notes, then Add new note. Write your note and click Save.

Keep your treatment notes with each client's profile, so everything about their care is in one place.

Add a treatment note

  1. Click Clients and search for your client.
  2. Click the client.
    Screenshot: click the client
  3. On their profile, click Notes.
  4. Click Add new note.
    Screenshot: click Add new note
  5. Write your note and click Save.
    Screenshot: write your note and click Save

Tips

Go to Clients in HealthBank →