Client Notes Report

Accessing client notes

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

The client notes report can be run to see a log of all activities relating to a specific client. Any notes left by the manager, the carers and the family will show there. 

1. Go to Reports and click on Client notes under client reports.

2. Choose the dates you wish to see the report for. 

3. Select a client.

Note: You can also filter the notes by the types of notes.  

4. From Actions menu, you can print the report or save it as a PDF (selecting the option when you choose Print Report) or copy and paste it to an spreadsheet by selecting Copy to clipboard. 

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