Adding a New Clinical Note

There are multiple ways you can add or create a Clinical note.

Method One: From the Patient/Client Profile

  1. Click on the Patient's/Client's name (from the Patient/Client listing page, from the Search, etc.)
  2. Click on the Clinical Notes tab
  3. Click on Add Note

Method Two: From the Calendar

  1. Click on the Patient's/Client's name in the Calendar
  2. Click on the Add Clinical Note button

Method Three: From the Dashboard

  1. Go to the Appointment Section (upper left corner) on the Dashboard
  2. Click on the Dropdown menu
  3. Click on the Three Dots beside the No Show button
  4. Click on the New Clinical Note button

Adding Custom Clinical Notes

Save Drafts or Finalized Notes

Delete a Clinical Note

View Previous Notes

Download a Finalized Clinical Note

Drawing on Clinical Notes

There are multiple ways you can add or create a Clinical note.

Method One: From the Patient/Client Profile

  1. Click on the Patient's/Client's name (from the Patient/Client listing page, from the Search, etc.)
  2. Click on the Clinical Notes tab
  3. Click on Add Note

Method Two: From the Calendar

  1. Click on the Patient's/Client's name in the Calendar
  2. Click on the Add Clinical Note button

Method Three: From the Dashboard

  1. Go to the Appointment Section (upper left corner) on the Dashboard
  2. Click on the Dropdown menu
  3. Click on the Three Dots beside the No Show button
  4. Click on the New Clinical Note button

There are multiple ways you can add or create a Clinical note.

Method One: From the Patient/Client Profile

  1. Click on the Patient's/Client's name (from the Patient/Client listing page, from the Search, etc.)
  2. Click on the Clinical Notes tab
  3. Click on Add Note

Method Two: From the Calendar

  1. Click on the Patient's/Client's name in the Calendar
  2. Click on the Add Clinical Note button

Method Three: From the Dashboard

  1. Go to the Appointment Section (upper left corner) on the Dashboard
  2. Click on the Dropdown menu
  3. Click on the Three Dots beside the No Show button
  4. Click on the New Clinical Note button

Adding Custom Clinical Notes

Save Drafts or Finalized Notes

Delete a Clinical Note

View Previous Notes

Download a Finalized Clinical Note

Drawing on Clinical Notes

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming