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Private Administration Note




  • Sara

    Hi Kelley,

    Any notes that you add to a client's profile will be seen only by the clinician(s) assigned to the client. If you are wanting to add a note to a client's profile that the clinician assigned to the client can't see, this is currently not possible. I recommend if there is private information that you want to communicate with a team member about, that you send this message through Secure Messaging with that team member.

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  • Loretta Kelly

    where can i put a note that only I the owner Administrative  can see. I thought by putting in the Administrative Note  it would be private , but it is not. This is not a very secure system for just the Owner. / Admin person. Where can I had notes that are private from clinicans and clients

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