To add a note to a client's profile:
1. Click 'Clinical Notes' in the left menu. This will bring you to the notes section where there are two ways to enter notes: Selecting the '+ Create Note' button on the upper right side of the screen, which will allow you to select between recording a note, uploading a note from your computer, and writing a note.
2. Selecting the "+ New Note" button in the middle of the screen will allow you to type a note and assign it to a client's profile once complete.
3. Once a note is created, you can browse between different default note templates that will automatically organize your note content based on the template selected (default note templates are SOAP, DAP, BIRP, GIRP).
4. Selecting 'Sign and Lock' will complete the upload process and assign your note to your client's profile. Once a note is signed and locked, it can be downloaded and re-opened with the 'un-sign to edit' button.
You can also view client notes by navigating to your client's dashboard in the Client tab, located in the left menu
