Add/Edit/Delete Non-Client Notes

What would you like to do?

Add a Non-Client Note

1.  From the calendar screen

2. Complete the note as you normally would, including signing and forwarding for signature if required.

Edit an Unlocked Non-Client Note

Unlocked notes are either unsigned, or signed on Lines 1 or 2.

1.  From the calendar screen, click Open >  Non-Client Notes.

2. Double click to open the non-client note.

3.  Edit the note as you normally would.

Edit a Locked Non-Client Note

Locked notes (signed on Line 3) cannot be changed, including information on the narrative and diagnosis tabs, data forms, attachments, and medication tab (if being used).  However, addenda can be added to the narrative text.

1.  From the calendar screen, click Open >  Non-Client Notes.

2. Double click to open the non-client note.

3.  Edit the note as you normally would.

Delete a Non-Client Note

Locked notes (signed on Line 3) cannot be deleted.

1.  From the calendar screen, click Open >  Non-Client Notes.

2. Double click to open the non-client note.

3.  Delete the note as you normally would.

(Note:  If a note has been signed and locked in error, consult with your center administrator for assistance.)