Where to find my profile settings
To access your profile settings, click on the person icon located in the top right corner. From there, select View […]
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Where are the notes saved once created
Notes are automatically saved to the client’s profile and in the notes section. You can access them anytime for reference
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Where can I find my notes
You can find your notes in two places:
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Why do I need to save note for later or mark note complete at the end of the video call
Saving a note for later or marking it as complete is essential for preserving the information in our system. If
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How can I add a note during a virtual call as a provider
To add a note during a virtual call, click on the note section once the call has started. This section
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Is there a limit on how many addendums I can attach to a note
No, there is no limit to the number of addendums you can attach to a note. You have the flexibility
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