Noteable Areas
Learn how to navigate the areas from Noteable's left sidebar.
Administration
Staff
Clients
- Entering Appointment/Session Cancellations
- Adding Case Notes from Scheduler
- How to Enter Group Notes
- Assigning Staff to Clients from the Client's Area
- Assigning Staff to Clients from a Client's Chart
- Add a New Client
- Add Existing Clients to Additional Programs
- Restoring Deleted Notes and Reports
- Faxing from the Client Area
- Updating Client Demographic Information
- Moving Clients Between Tiers
- Adding and Correcting Case Notes
- Client Cards: Insurance
- Client Cards: Funding
- Client Cards: Balance
- Client Cards: Goals
- Client Cards: Treatment Team
- Client Cards: Diagnosis
- Client Cards: Medications
- Client Cards: Addresses
- Client Cards: Phone Numbers
- Client Cards: Notes