This new feature allows you to organize each client's data and track important information, training protocol changes, performance, or anything else. Use your formatting, link to important files, and pin notes with a click!
Add a note to a client's profile 📝
To add a new note to a client's profile:
Visit the client's profile in your clinical dashboard
Locate the Add Client Notes section in the Overview tab
Click ADD A NOTE
You'll be able to type in the note and format the text as you please, with the ability to:
Edit the text (Bold, Italic, Underline)
Add bullet-points
Add numbered points
Link to a webpage
Once you add a new note, you'll see it in the Notes section:
Pin, edit, or delete a note ⚙️
The following actions are available for any note you add:
Edit
Pin this note
Delete
Once a note is pinned, it will be shown first in the notes section and highlighted in yellow. You can pin multiple notes that will be ordered from the latest to the earliest pin.
Team members 👥
All team members in your clinical dashboard can view the notes on a client's profile. If multiple team members add notes to a client's profile, you'll see the team member's name next to the added note, which will help share important information across your team.
Do you have any questions? Send your inquiry to support@myndlift.com or chat with us through the Myndlift Dashboard!