An administrative note functions just like a sticky note that you’d put on a client’s physical chart for your staff. Administrative notes allow you to leave a note on a client's profile, so that you and your non-clinician staff can view it.
Any team member with access to the client's profile will be able to view, edit, and/or delete notes. This means that your Schedulers and/or Billers will also be able to view this note, or leave their own without having 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.
In this guide, we'll cover:
- Adding administrative notes
- Editing administrative notes
- Printing administrative notes
- Deleting administrative notes
Adding administrative notes
To add an administrative note to a client's profile:
- Navigate to the client's Overview page
- Click + Administrative Note
- Type the information in the field provided
- Administrative notes are included in a client's complete data export, however, they're not part of a client's clinical record.
- Click Save
Editing administrative notes
To edit an administrative note to a client's profile:
- Navigate to the client's Overview page
- Click the arrow next to the administrative note
- Select Edit
- Edit the administrative note
- Click Save
Printing administrative notes
To print an administrative note from a client's profile:
- Navigate to the client's Overview page
- Click the arrow next to the administrative note
- Select the printer icon
Deleting administrative notes
To delete an administrative note from a client's profile:
- Navigate to the client's Overview page
- Click the arrow next to the administrative note
- Select the trash can icon
- Click Delete now
Note: If a team member deletes an administrative note, the note will be deleted from the client’s profile entirely and will no longer appear for other team members.
