How to add, view, edit, and delete memos in ClinicSense

1. Go to Clients, then the client's file, then the Memos tab
2. On the Memos tab, you can add, view, edit, and delete memos
3. Check the relevant section of this article for more details about each process

Contents

• About memos
• Video guide
• Adding memos on client files
• Adding memos on appointments
• Viewing memos
• Editing memos
• Deleting memos
• Related articles

About memos

• Memos are internal notes that can't be seen by your clients
• They're useful for storing process information (i.e. a room assignment), writing down client preferences, noting client allergies, etc.

Video guide

Adding memos on client files

1. Go to Clients, then select the client
2. Go to Memos, then click New Memo
3. Enter a Memo Title, Memo Description, and Remind me about this memo...
4. When done, click Save & Close

Adding memos on appointments

1. Go to Calendar, then open or start scheduling the appointment
2. Click Schedule, then click the add (+) button in the upper right corner (next to the Memo tab)
3. Enter a Memo Title, Memo Description, and Remind me about this memo...
4. When done, click Save & Close

Viewing memos

1. Go to Calendar, then open the appointment
2. Click Schedule, then Memos in the upper right corner

Editing memos

1. Go to Clients, then select the client
2. Go to Memos, then click the appropriate Memo Title
3. Make any changes, then click Save & Close

Deleting memos

1. Go to Clients, then select the client
2. Go to Memos, then click the appropriate Memo Title
3. Click Delete Memo, in the bottom left corner
4. Click Delete to confirm deletion of the memo

Related articles

• How to schedule an appointment for a client in ClinicSense
• How to reschedule an appointment for a client in ClinicSense