Administrative notes allow you to leave non-clinical information on a client's profile for staff who have access to the client's chart.

• Adding an administrative note
• Editing, printing, and deleting an administrative note

Administrative notes function like sticky notes on a physical chart. Any team member with access to the client's profile can view, edit, and delete an administrative note. This includes practice managers, schedulers, and billers, even if they don’t have access to the client's full clinical profile.

Note: Administrative notes are only available on the Essential and Plus plans. This feature is not available on the Starter plan.

Adding an administrative note

To add an administrative note to a client's profile:

1. Navigate to the client's Overview page
2. Click + Administrative Note

3. Type the information in the field provided
   • While administrative notes aren't typically considered official clinical documentation, they'll appear in the Medical Records folder of a client's data export
4. Click Save

Tip: You can save time completing administrative notes with snippets and macros. To learn more, see Using snippets.

Editing, printing, and deleting an Administrative note

You can edit, print, or delete an administrative note in a client's profile.

Important: If a team member deletes an administrative note, it will be removed from the client's profile entirely and will no longer appear for other team members.

To update an administrative note:

1. Navigate to the client's Overview page
2. Click the arrow next to the administrative note

3. Select one of the following:
   • Edit to update the administrative note
   • The print icon to print
   • The trashcan icon to delete