Unlinked Notes allow you to document for a client when there is no associated appointment or class. They are also where notes will appear if the original appointment or class was deleted or modified after the note was created.
When Notes Become Unlinked
Notes may appear in the Unlinked Notes section when:
You intentionally create a note without an appointment
The appointment or class the note was created for is deleted
The appointment/class is modified in a way that breaks the link
Create an Unlinked Note
Open the client’s file.
Click New Unlinked Note.
A new Text Note will open.
Add any Templates you want to include.
Sign & Complete the note when finished.
View and Manage Unlinked Notes
Once completed, the note appears in the client’s Unlinked Notes page.
From here you can:
Link to an appointment
Link to a class
Leave it unlinked if the note does not need an association
