Navigation: Client Administration > Search for an Existing Client > Edit Client > Notes

This guide explains how to use the "Diary Notes" screen, which serves as a central hub for recording and viewing all communications and important notes related to a client.

Video Tutorial

• For a visual guide on how to create (diary) notes on a client, watch the video link -  https://www.youtube.com/watch?v=CI1DqVvE99s

Before You Begin: Prerequisites

• User Permissions: To access this screen, your user profile must be assigned the correct roles by a System Administrator.
  • To view notes, you need the Client : Diary Notes View role.
  • To add new notes, you need the Client : Diary Notes Add role.

Overview of the Diary Notes Screen

When you navigate to this screen, the client's Client Number, First Name, and Surname will be displayed at the top for easy identification.

The main part of the screen will show a list of all existing diary notes for that client.

Available Actions

The following buttons are available on this screen to manage the client's notes.

Button	Function	Documentation
Add a New Diary Note	Click this to open a new screen where you can create and save a new entry for the client's record.	Add a Diary Note
Print Diary Notes	Click this to generate a printable report of all existing diary notes for the client.	Print a Diary Note
Diary Notes Report	Click this to generate a printable report of all existing diary notes for a period.	Diary Note Report
Close	Click this to exit the "Diary Notes" screen and return to the main client profile.