If, after completing an appointment you need to add notes, you can do this from the Quick View page. You can only add notes as an attachment and cannot edit closed notes.
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Step 1: Find the completed appointment in Quick View
In Quick View, go to the “Appointments recently completed” section and click the appointment button on the left side. You’ll be taken to the appointment detail screen (Classic View)
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If you can’t find the appointment, use the filter search button (the dotted triangle in the “Client First Name” column header to only show a particular client. See more here: Use filter tool to search |
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Step 2: Navigate to add follow up notes
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Next, in the appointment detail screen scroll down to the case details section:
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A plain text box will appear where you can paste notes. When done, click “Submit”.
If you need to review the follow up notes or orignal notes (if any), click “View case note” button.
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This pop up for follow up notes will not include the section breakers for Issues client presented with, Mental health risk assessment and Mental health risk assessment comments. All text entered or pasted will be in plain text and won't have any text formatting applied. |
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Do not click or use the “Add documents” button feature unless directed to do so by Converge or if your notes are hand-written scans that is not in a format that can be copy and pasted. |
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FAQ
Can I delete notes from a closed appointment?
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