Your program is designed to track your client history notes, which are appointment specific, as well as Client Comments, which are client specific notes—things you want to know every time the client comes in.
Note: Click here to learn how to record and track your client's appointment history notes.
Recording Client Comments.
To record client comments, search for the client on the right side panel, and click their name in the Search Results to go to their client card.
In the Details section click Edit. On the right side panel expand (+) the Client Comments section. This is where you can type in all the client specific notes you need to record against the client. This could be anything, like injuries they have. Click Save when you have finished entering in the notes. These comments can be amended at any time.
Viewing Client Comments.
For your convenience, there are a couple of places where you can view Client Comments. You can view the client comments via any client card, as well as via any of the client's appointments in the Appointments page.
Click the client's name on any of their appointments, and now click the blue speech bubble icon in the Visit Details window.
The Client Comments will display.
This way you can quickly check for client comments each time you have an appointment, just incase there are things you need to remember about your clients and their specific requirements.
Click here to also learn how to record and track your client's appointment history notes.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.