You can add notes to a client’s profile to document session details or important information.
To access the client’s profile
Enter the client’s name in the search bar and select them (fastest method)
OR
Go to Clients
Click on the client’s name
Add a note from the client profile
Click Create Note
OR add a note from the Notes section
Go to Notes
Click Create Note
Enter the client’s name to associate the note with them
Enter your note details
Optionally add a Title
Enter the note content
Optionally select an appointment date to associate the note with a specific session
Save or complete the note
You can leave the note open to continue editing later
Click Mark as Complete when the note is finalized
Important
A Title and appointment date are optional
Each note will display the creation date
Once marked complete, the note will also show the completion date
Once a note is marked as Complete, it cannot be edited
You can add additional information later using an addendum
Watch a video walkthrough
Watch the video below for a step-by-step guide on how to add and manage notes:
Where notes appear
Notes are visible in the client profile
Notes are also accessible in the Notes section
Tip
Use the search bar to quickly access a client before adding notes, especially if you have a large client list.
If you need help managing your clients, please contact our support team at support@trova.health.