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Sending a completed note to a client
Sending a completed note to a client
Updated over a year ago

If you are looking to send a completed note that you (the practitioner) has filled out, then follow these steps below.

Note: You must have already created, and saved the note to PracticeSpace before sending the note. To learn how to do this please here.

  1. Go to the clients notes

2. Click the 3 dots next to the note that you want to share

3. Click Share - PracticeSpace will then show you a confirmation notice to make sure you want to share that note with the client

4. After it has been shared it will be shown in the clients documents tab and will be labeled as shared

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