Create a Client Note: Second Method

If a client shares a name with others in the community, the system may make it difficult to select the correct person. In these cases, follow the steps below to ensure you choose the right client.

Step 1 – Navigate to Client Contacts

From the left-hand menu, click Clients, then select Client Contacts.

Step 2 – Locate the Correct Client

1. Use the search bar to enter the client’s name.
2. A list of all individuals with that name will appear. Review each entry and select the correct client by confirming their Date of Birth.

Step 3 – Create the Client Note

1. Once the correct client’s profile is open, click the Actions button in the upper-right corner.
2. From the dropdown menu, select Create Service Note.
3. Create the client note as usual.