Notes help you keep important information connected to individual clients. Schemon supports both private notes, which only you can see, and shared notes, which are visible to both you and your client.
Open Notes
To access your notes:
Make sure you are in your Provider View.
Open Workspace.
Select Notes.
The Notes page displays a list of your clients because notes are organized by client.
Find a Client or Note
Use the search bar to search for:
A client
Information contained in a note
Click a client's name to view the notes associated with that client.
Private Notes
Private notes are marked with a Private label. Only you can see private notes. Your client cannot access them. Private notes are useful for information such as:
Topics you want to discuss later
Questions you want to ask
Internal observations
Issues that need follow-up
Client preferences
Preparation for future meetings
Because notes remain connected to the client, you can review them before your next appointment.
Shared Notes
Shared notes are marked with a Shared label. These notes can be accessed by both you and your client. Shared notes are useful when both sides need access to the same information. For example, you might use them for:
Meeting summaries
Important instructions
Agreed next steps
General information
Follow-up points
Create a New Note
To create a note:
Open the relevant client's Notes page.
Click Add Note.
Write your note.
Choose whether it should be Private or Shared.
Finish creating the note.
The new note will now appear with the appropriate Private or Shared label.
Edit a Note
To change an existing note:
Click the note.
Select Edit Note.
Make your changes.
Save the updated note.
Delete a Note
If you no longer need a note:
Open the note.
Select Delete Note.
Using Notes regularly can make it easier to remember previous conversations, prepare for meetings, and keep important client information organized.