Client Notes

Client Notes

Notes can be either made on paper and scanned in or you could use a tablet that will allow you to write directly onto an image. These notes can them be inserted as an image into a window on the Notes page. This means that all the information you need when a client calls is available at a click of the mouse. Each Notes record can hold up to three A4 images, if more are required then an extra Note would need to be created. Each set of notes should hold the information for one consultation.

notes image