Create New Scale Service Note : Solution Center

Create New Scale Service Note Print

Modified on: Sat, Jul 27, 2019 at 10:09 AM

1. Open client profile

2. Click Assessments from the sidebar

3. Select Assessment History from the drop-down list

4. In the main window, select the SERVICES toggle

5. Locate the scale service of which you wish to create a note

6. Click the grey service bar to expand, then click Add Note

7. Enter Date Created, Hours, select Privacy Group (learn more about Privacy Groups here), Tags (if applicable), and the note

8. Click Add Note

9. Scale service note will appear under that scale as well as Notes from the left sidebar

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Create New Scale Service Note Print