You are now able to take notes in Roster for your patients and session notes. Here are 2 ways on how you can view and use notes in Roster.
1. Under Profile you can make general notes for your patients that you may need to note for your own purposes.
2. Under Notes you can view session notes for each appointment you have ever had with your patient.
Accessing Notes from Forms & Files
Have forms and files that you assigned and want to remind yourself about the appointment?
You can now view session notes associated with your forms and files.
1. Go to the Forms & Files tab. You will see a list of the forms and files you have uploaded to your appointments for your specified patient. Under neath the name of the file, you'll see the title of your appointment shown as "Attached to (insert name of appointment here)".
2. Clicking on the name of this appointment will bring you directly to the session notes associated with the form.
*If you are looking to download the notes you have made, you can refer to our article here.*
If you have any questions about Roster or are interested in adding it to your account, please contact a member of the Customer Success team today at 1-(888)-687-9288 ext.1 or firstname.lastname@example.org