In the Notes section, the available menu options enable you to manage and update client notes effectively:
View Details: This option allows you to open and review the entire content of the note. You can see all the information captured during the session, including any contextual details or specific observations noted at the time.
βAdd Addendum: If a note is already marked as complete but you need to add more information, this option allows you to append further details. An addendum does not alter the original content but adds to it, preserving the integrity of the original note while updating it with new insights or data.
βMark Note Complete: This function is used to finalize a note. Once a note is marked complete, it is considered closed and cannot be edited directly. This helps to ensure that the record remains unchanged unless new information is added through an addendum, thus maintaining the accuracy and reliability of the notes over time.
These actions facilitate comprehensive note management, ensuring that all client interactions are documented accurately and remain accessible for future reference.