Add a one-off note to a client record.

Not all notes are necessarily tied to a session; sometimes, you may need to add a one-off note about a Client. To do so on the Client record page, select the "Summary" tab, and you will see a "+ Add" dropdown on the left hand of the section, select "Note." You will be presented with a note modal from which you can choose any note type you would like to add.

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Once you have added your note and signed it, it will appear in the summary section on that Client record page.

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