Client Card | Managing the Notes Card

This guide offers a straightforward method for efficiently managing client notes, ensuring important information is easily accessible within client charts. It simplifies the editing process with clear steps for adding and saving notes, while also keeping track of updates and authorship.

Noteable Support
7 steps

Mynoteable

Navigate to the client's page and click the Edit Pencil on the Notes Card to make edits/updates.

A general text box will appear to enter in any notes that are helpful to have visible on the client chart. **Think of this space as a post-it note for your charts.**

Click "Confirm" to save all updates that have been entered.

Any existing notes will show within the card after being saved.

The next time edits need to be made, select the edit pencil.

There will be hard coded text at the top to reflect the last person to make a change to the Notes Card including the date and time those updates were made.

Click "Confirm" to save any additional notes provided or changes made.