Solution Center

1. Open client profile 2. Select Notes from the sidebar Use the segment tabs listed on the left to quickly jump to Intake, Scale, or Service notes

1. Open client profile 2. Select Notes from the sidebar 3. Locate the note you wish to edit 4. Click the pencil icon in the top right corner of the note ...

1. Open client profile 2. Select Notes from the sidebar 3. Locate the note you wish to delete 4. Click the pencil in the top right corner of the note box...

1. Open client profile 2. Select Notes from the sidebar 3. Search notes by word/phrase... under Case Notes 4. Notes containing the words or tags for whic...

1. Open client profile 2. Select Notes from the sidebar 3. Click Create New Note 4. Enter Date Created, Hours, select Privacy Group (learn more about Pri...

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 SERVI...

1. Open client profile 2. Select Notes from the sidebar 3. Select a Start Date and End Date from the drop-down menus 4. Notes will automatically filter...

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 Notes...

  1. Open client profile 2. Select the Services tab 3. Locate the Quick Service you wish to add a note - Quick Services can be located easily by the iden...