Every note you create is automatically associated with the selected client and saved to their record.
Save a note
If you are not ready to finalize your documentation:
Click Save for Later
The note will remain in Open status
You can return and continue editing the note at any time
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 after the note has been completed
Where notes are stored
Once a note is saved, it can be accessed from:
The Notes section
The client's Notes tab
This allows you to view and manage notes from either location.
What happens next
Open notes remain editable until they are marked Complete
Completed notes are preserved as part of the client's record
Attachments and addendums can continue to be added after a note has been completed
Tip
Use Save for Later if you're still documenting a client session. Once your documentation is complete, select Mark Note Complete to finalize the note.
If you need help managing client notes, please contact our support team at support@trova.health.