You can create a new note from either the Notes section or directly from an existing client's profile.
Create a new note
From the Notes section:
Go to Notes
Click Create Note
Search for and select an existing client
From a Client Profile:
Go to Clients
Open the client's profile
Click Create Note in the upper-right corner
Complete the note
When creating a note, you can enter the following information:
Note title (optional, up to 50 characters)
Appointment date (optional)
Note content (up to 25,000 characters)
Attachments (optional)
Save or complete the note
If you are not ready to finalize your documentation:
Click Save for Later
The note will remain in Open status
You can continue editing the note later
You can also add attachments and addendums while the note is open
If you have finished documenting the note:
Click Mark Note Complete
The note status will change to Complete
The original note can no longer be edited
You can continue adding attachments and addendums if additional information needs to be documented
What dates are displayed?
A note may display several different dates:
Appointment date
The date associated with the appointment or session, if one is selected
If no appointment date is selected, this field will remain blank
Created date
The date the note was originally created
Date completed
The date the note was marked Complete
These dates may be different depending on when the session took place, when the note was created, and when it was finalized.
What happens next
The note will appear in the Notes section
It will also appear in the client's Notes tab
Open notes can be edited until they are marked Complete
Completed notes remain available for reference
Attachments and addendums can continue to be added after completion
Important
Notes can only be created for existing clients. If the client does not already exist in Trova, you will need to create the client before creating a note.
Tip
Use Save for Later if you're still documenting a client session. Once you select Mark Note Complete, the original note can no longer be edited, but you can continue adding attachments and addendums.
If you need help managing client notes, please contact our support team at support@trova.health.