Scheduling for Crisis Notes
Table of Contents
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Learn how to create notes for the following Crisis activities:
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Click the Schedule tab.  |
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Find a space in your schedule and right-click in the space.  |
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Click New Client Appointment.  |
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Complete all required fields for the appointment details and click Save.  |
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Here's the scheduled appointment.  |
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To start your note, right-click inside the appointment. From the Status option, select the Kept option.  |
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Click Add Note.  |
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Complete your note 🗸  |
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🎥Watch How It's Done
