How to View Services/Notes

  1. Select the Client Search icon.
  2. Type the “Client Name (Last Name, First Name)” in the Client Search bar.
  3. Click to select the “Client Name” from the search results.
  4. The Client record will open.
  5. Select the Search icon.
  6. Type “Services/Notes” into the search bar.
  7. Click to select “Services/Notes (Client)” from the search results.
  1. The Services/Notes (Client) screen will open.
  2. Click the New icon in the toolbar.
  3. The Service Detail screen will open.