Go to your client record and navigate to the Client Profile tab.
Scroll down Client Notes and select Add New Client Note.
It’s essential that only housing-related information is included in the note.
Once a note has been added, the note will “pop out” upon opening the client record, unless the note is marked as “read”.
Keep the note “unread” so that other providers can also see the note.
All of the places circled in green is where providers can click to keep the note as “unread”.
All the places circled in red change the note status to “read”, and it no longer pops out to the provider.
The little “sun” symbol goes grey when the note is in “read” status.
When you expand the note to read it, you can still exit and leave the note “unread”.
The note will always be accessible in the client profile, even if its status has changed to “read”.