How do I view/add Visit Notes?

Visit Notes are used by field staff and office staff to exchange information about specific Client Visits.

1. To view Visit Notes for a Visit, click on a Visit tile in a Schedule. If there are any Visit Notes, they will appear in the Visit Overview. 
   
    
   
   
2. Click on More Details to open the Visit dialogue. The quantity of Visit Notes will also appear in the Visit Notes rubric.
   
   
   
   
3. Click View Notes to view existing Notes. 
   
   
   
   
4. Click +Add Note to enter a new Note. 
   
   
   
   
5. Enter the new Visit Note and click Add Note to save. 
   
   

Learn more:

• How do I add/edit Note Types (Client/Progress/Employee)?
• How do I add notes for a Client (Visit Notes/Progress Notes/Care Provider Notes) on mobile?