If you prefer to write your notes by hand, you can upload an image or file of the note as an attachment.
Create a note
Go to Notes or open a client's profile
Click Create Note
Select the client
Add your note
Enter note content
Click Add Attachment in the bottom-left corner of the note
Select the image or file containing your handwritten note
Note: You must enter some text in the note before the Add Attachment button is enabled.
Save or complete the note
If you are not ready to finalize the note:
Click Save for later
The note will remain in Open status
If you have finished documenting the note:
Click Mark Note Complete
The original note will become read-only
You can continue adding attachments and addendums after the note is complete
Tip
Add a brief summary or description along with your attachment to make it easier to identify and search for the note later.
If you need help managing client notes, please contact our support team at support@trova.health.