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Client Alert and Memo
Client alerts and memos are a handy tool to keep non-clinical reference notes for a client.
They are easily accessible in the system to view, add, or edit.
Note: These are
only visible to staff members within the group. They are
not visible to clients.
In this Article:
View a Memo
To view a client memo, you'd go to:
- (left menu)
- Click on the client's name
- Find the Client Memo section (top left):
Add a New Memo
- To add a memo, from the steps above, click (top right):
Enter your memo, then click when done at the top right:
Edit a Memo:
To edit, return to the client profile and click the button:
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:
Calendar
- From the (left menu), hover over the info icon within the client's appointment to view the alert:
- Clicking on an appointment allows you to 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:
