Edit a Client Note

Step 1 – Access the Client Notes Page

1. From the left sidebar, click on Clients and then Client Notes.
2. You will see a list of existing Client Notes, including title, date, client name, submitted date, and worker.

Step 2 – Edit the Client Note

1. On the right hand side select the yellow “Edit” button
2. You can navigate to each section and make any necessary updates, including adjustments to the date, appointment length, and other details.