The Notes section provides a centralized view of all your client notes, making it easy to review, search, and manage them.
Information displayed
Each note displays:
Client name
Note title
Date the note was created
Appointment date (if one was selected when the note was created)
Note status (Open or Complete)
Whether the note includes an addendum
Whether the note has an attachment
Available actions
From the Notes section, you can:
Create a new note
Search for notes by client name
Filter your notes
Click on a note to view its details
Click the three dots (⋯) to Mark Note Complete (Open notes only)
Click Addendum to add an addendum to a note
Filter your notes
Click Filters to narrow your results using one or more of the following:
Note title
Client
Appointment date
Single date
Date range
Note status
Open
Complete
You can also click Reset Filters at any time to return to the full list of notes.
What happens next
Open notes can be edited until they are marked Complete
Completed notes can no longer be edited, but you can continue adding addendums
Tip
Use the search bar when looking for notes for a specific client, or use Filters to quickly find notes by title, appointment date, or status.
If you need help managing client notes, please contact our support team at support@trova.health.