View or Add Notes to a Client's File
Here you will find two ways to access a client file in order to consult it or to add information:
Firstly:
1. Click on the client's appointment for which you want to access the file or the record
2. Click on the
Charting button under Client Balance
3. You are now in your client's file.
4. By clicking on
Add Chart, you will be able to choose a chart to complete for this client.
Secondly:
1. Click on
Clients
2. Select the desired client and then click on the
client's file icon
3. You are now in your client's charting section.
4. By clicking on
Add Chart, you will be able to choose a chart to complete for this client.