Consult or Modify Client Files

There are two ways to consult and modify client files

Option 1:
  1. Click on an appointment 
  2. Click 'View Client'
  3. Click the file icon.

   4.  You are now in your client's file and can: 

a) Consult existing notes. You can search it by creation date by clicking on View

b) Create an additional file by clicking the "+"  

c) Send intake form

Option 2:
  1. Click "Client Files"
  2. Choose a client 

  3.  You are now in your client's file  

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