The Notes section provides several tools to help you manage your client notes.
View a note
Click on a note to open and review its details
Mark a note as complete
Click the three dots (⋯) next to an Open note
Select Mark Note Complete
Once a note is marked Complete, it can no longer be edited.
Add an addendum
Click Addendum next to a note
Enter any additional information you want to include
The addendum is added to the existing note without changing the original content.
What happens next
Open notes remain editable until they are marked Complete
Completed notes cannot be edited
Addendums can be added to both Open and Complete notes to document additional information
Tip
Mark a note as Complete once your documentation is finalized. If you need to add information later, simply create an addendum to preserve the original note.
If you need help managing client notes, please contact our support team at support@trova.health.