A general note allows you to store information related to a client that should not be part of the client’s clinical record. This can include administrative comments, internal reminders, or personal reflections that are useful for you as the practitioner but are not intended to be part of the medical documentation.
General notes are kept separate from the client’s medical record and are intended for your own internal use. They can help you keep track of practical details, context, or observations without adding them to the formal clinical documentation.
How to create a general note
Go to Clients in the left sidebar and choose the client
In the Notes tab, click the small down arrow on the New note button
Select New general note
Type your note and click Save
Edit a general note
To edit a general note, simply click the thee horizontal dots in the top right of the note and click Edit.