As a Coach, sometimes you might remember something important for later on or maybe you wish to discuss an area of concern with a Patient. This is a good time to learn to Add a Note.
Start by logging into the Provider Dashboard then go to Accounts > Patient and find your patient.
Alternatively, you can also just use the Search Bar at the top to look for the patient.
When you have your Patient showing simply select " Add New Note " in the panel to the right.
After doing the above, just fill in the date and your notes then save, it's that easy!