Introduction to notes

Notes are short messages for your team, attached to a patient. They differ from treatment notes, which are clinical records kept on the EMR tab.

Add a note

• Open the patient’s card from Clients.

• Click Show notes.

• Click Add note and write what the team needs to know.

• Save it. The note shows your name and the time.

Types of note

• Client notes stay with the patient across every visit.

• Appointment notes belong to one booking. Add them from the Appointments tab.

• Leads have notes of their own, on the lead’s record.

Edit or delete a note

Use Edit note to correct a note. Delete note removes it for everyone on the team, and you cannot undo that.

Treatment notes

For clinical records, use Quick add on the card and choose Start a new treatment note, or capture the visit with AI Scribe.

Up next

Next, read Introduction to tasks.