Some information from Credible on using Client Notes. A couple of things to remember... Notes are not considered a part of the client file as they can be deleted. They can be used for staff to staff communication about things that do not need to stay in the client file.
Remember how we are using the notes in Help Helperson's file? Someone attaches a note the system sends it out to the Implementation Team. A team member handles the question and then deletes it from the list so only unanswered questions are showing.
See the link below for more info from Credible...
Client Notes - crediblehelp:
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