You can create a new note directly from a client's profile without navigating to the Notes section.
Create a note
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 happens next
The note will appear in the client's Notes tab
It will also appear in the Notes section
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
Tip
Creating notes from the Client Profile automatically associates the note with that client, so you don't need to search for them before you begin documenting.
If you need help managing client notes, please contact our support team at support@trova.health.