At a Glance
Clinic notes let staff record important information against a client or appointment — preferences, reminders, or internal flags — so the whole team works from the same knowledge. ClinicSoftware.com keeps these notes on the record, visible to the staff who need them.
What are clinic notes?
Clinic notes are free-text notes staff add to a client or appointment to capture anything worth remembering, from preferences to internal reminders. ClinicSoftware.com stores them on the record.
How do notes improve service?
Notes mean any team member knows a client's preferences and history, so service feels personal and consistent regardless of who they see.
Are notes kept private to staff?
Yes. Clinic notes are internal, visible to staff by role, so the team can record candid information that helps care without it being client-facing.
Frequently Asked Questions
What are clinic notes?
Free-text notes staff add to a client or appointment to capture anything worth remembering. ClinicSoftware.com stores them on the record.
How do notes improve service?
Any team member knows a client's preferences and history, so service feels personal and consistent.
Are notes private to staff?
Yes. They are internal, visible to staff by role.
Where are notes shown?
On the client's record and against the relevant appointment.
How It Works in ClinicSoftware
01
Add a note to a client or appointment
02
Capture preferences or reminders
03
Make it visible to the right staff
04
Work from shared knowledge
Clinic Notes are shared, non-client-specific notes visible to the whole team or selected staff roles. Use them for shift handover notes, product shortage alerts, equipment issues, VIP client instructions, or any message the whole clinic needs to see immediately when they log in.
How It Works
01
Navigate to Notes → Clinic Notes → Add New Note
02
Write the note and assign it a priority level: Normal, Important, or Urgent
03
Set visibility: All Staff, Managers Only, or a specific location
04
The note appears on the dashboard for all relevant staff when they log in
Key Features
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Team-Visible Notes
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Priority Levels
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Role-Based Visibility
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Location Filter
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Dashboard Display
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Read Confirmation
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Expiry Date Setting
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Archive
Pro Tips
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Use Clinic Notes for shift handovers so the opening team always knows what the closing team left
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Mark VIP client visit notes as Urgent so every therapist is prepared before the client arrives
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Set expiry dates on time-sensitive notes so they automatically archive when no longer relevant
