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How to save a note back to the clinical system?

When you have written a note or received an email/text from a client, this guide will show you how to send this back to the clinical system

Sonja Gebhardt avatar
Written by Sonja Gebhardt
Updated over a week ago

Step by step guide on sending a note to the clinical system

  1. Open the client case πŸ§‘ where the note is you would like to file back

  2. Click on the record to open πŸ‘‡

  3. Scroll down to the bottom of the record and choose the clinical system you want to file the note back to πŸ‘‡

  4. Click on Send to clinical system βœ…

  5. Congratulations you have successfully sent a note back to the clinical system πŸŽ‰

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