I am new to electronic charts and not a techie. I am starting this week with charting in SP. However, in the help center I am not finding basic answers such as when a client returns their forms do I need to download them or are they automatically posted to the client's chart. How do I add notes to the client's chart, meeting with a new client today and want to attach the assessment to their chart. Overall, I am not finding the basics on how to navigate SP, may be just me, but spending a lot of time navigating the help center without success.
Any help is greatly appreciated!!!
Please sign in to leave a comment.