Client Notes are a great to use if you must store permanent information about a Client. These Notes will stay on file unless manually deleted.

You can add, edit, and remove Client Notes through the Notes tab in the Client's Record.
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You can also find them in the Notes tab in the Edit Appointment window.
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If you have PatientNow Essentials or the Ultimate Edition of EnvisionNow, Client Notes are made even easier! Ultimate users can create Client Notes through their Client Notes menu option. To access, hover over Clients in the main tool bar and select Client Notes.

Clients > Client Notes

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Quickly view, add, or edit Notes when you select a Client's name from the dropdown!
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The Client Notes menu feature is available PatientNow Essentials and in the Ultimate edition of the EnvisionNow program. To upgrade, please contact our Sales Team at 800.436.3150 or sales@patientnow.com.