You can add an addendum to an Open or Complete note to document additional information without changing the original note.
Add an addendum
You can add an addendum in either of the following ways:
Option 1: From the Notes list
Go to Notes
Locate the note
Click Add Addendum
Option 2: From within the note
Open the note
Click Add Addendum in the upper-right corner
Option 3: From the menu
Open the note
Click the three dots (⋯)
Select Add Addendum
Complete the addendum
Enter the additional information
(Optional) Add attachments
Click Save
Formatting options
Addendums support the same formatting options as notes, including:
Bold, italic, underline, and strikethrough
Headings
Text and highlight colors
Bulleted and numbered lists
Text alignment
Hyperlinks
What happens next
The addendum is linked to the original note
The original note remains unchanged
Multiple addendums can be added to the same note
Each addendum is saved with its own timestamp
Important
Addendums are used to document new information while preserving the original note. They do not modify or replace the original documentation.
Tip
Use addendums for follow-up information, updates, or corrections instead of creating a new note for the same client interaction.
If you need help managing client notes, please contact our support team at support@trova.health.