Keeping track of Client Tasks.

Available on the right-hand sidebar on the Client record page is an item to keep track of client tasks and create new ones.

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Sessions will automatically add a task in situations where the Client intake is in an incomplete state, or an appointment has passed that still needs notes and to be marked as complete.

Add your tasks

You can also create tasks items yourself as a reminder to take action. Just Click the "+ Add" link "My Tasks." Added tasks can be checked off when complete or removed from the list at any time via the '...' menu.

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