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.
Step #1:
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.
Step #2:
When you have your Patient showing simply select " Add New Note " in the panel to the right.
Step #4:
After doing the above, just fill in the date and your notes then save, it's that easy!
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