Client Alert and Memo

Client alerts and memos are a handy tool to keep non-clinical reference notes for a client.

These are only visible to staff members within the group. They are not visible to clients.

They are easily accessible in the system to view, add, or edit.

View a Memo

To view a client memo, you'd go to:

Clients (left menu)
Click on the client's name
Near the top, find the Client Memo section

Add a New Memo

To add a memo, from the steps above, click the button (center of section):

Enter your memo, then click when done at the top right:

Edit a Memo:

To edit, return to the client profile and click the edit button edit_square :

Make your edits, then click when done at the top right.

View & Edit Alerts:

Alerts are different from memos and are typically more brief to convey information (limit is 500 characters), but do show up in a few more areas of the system, where you can either view them and/or edit them.

Those different options are broken down by location in the system, discussed below:

Dashboard

From the dashboard, hover over the info icon to the right of any client name to view the alert:

Schedule

From the schedule, hover over the info icon within the client's appointment to view the alert:

When you click on an appointment from either the schedule or dashboard:
(can both view and edit the alert)

Client List

From the client list, hover over the info icon underneath any client name to view the alert:

Client Profile

From the client profile, near the top, to the right of the client memo to view and edit the alert: