Client Notes 


Also known as the pop-up messaging system, this section is for generic, non-confidential notes about the client, not sensitive case notes. Think of this section as Client Alerts. 


DO NOT USE THIS SECTION TO ENTER ANY CONFIDENTIAL INFORMATION!


    1.    To add a Client Note, press the Add New Client Note button 

 


    2.    The Client Note screen will pop up.  Enter the generic note as needed and press Save button when complete. 


 

 


    3.    Once the Client Note has been saved, you will see the note as follows: 

 


  • (1) Sunbeam/Starburst indicates the Client Note has not been read. 
    • As long as the Sunbeam/Starburst appears, a pop-up Note window will appear any time you enter the Client's Profile. 
    • To remove this pop up when opening a Client's profile, click on the sunbeam to remove it. 
  • (2) Click the Notepad icon to view the full content of the note.