The Notes section allows you to create, manage, and review notes for your clients in one central location.
What you can do
Create notes for your clients
Save notes as Open while you continue working on them
Mark notes as Complete when finalized
Add addendums to completed notes
Search for notes by client
Where notes appear
In the Notes section
On the client's Profile under the Notes tab
This makes it easy to access a client's notes from either location.
Important
Once a note is marked Complete, it can no longer be edited
If additional information is needed, you can add an addendum
The note will display both the creation date and the date it was marked complete
Tip
If you know the client's name, use the search bar to quickly locate their notes or navigate directly to their client profile.
If you need help managing client notes, please contact our support team at support@trova.health.