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