Yes, you can create a new note directly from the Notes section without first opening a client's profile.
Create a new note
Go to Notes
Click Create Note
Enter note details
Search for and select the client
Enter a note title (optional)
Select an appointment date (optional)
Add the content of your note
Save or complete the note
If you are not ready to finalize the note:
Click Save
The note will remain in Open status so you can continue editing it later
If you have finished documenting the note:
Click Mark Note Complete
The note will move to Complete status
What happens next
The note will appear in both the Notes section and the client's Profile
The note will display the creation date
Once marked Complete, the note will also display the completion date
Tip
Creating notes from the Notes section is a quick way to document client information without first navigating to the client's profile.
If you need help managing client notes, please contact our support team at support@trova.health.