Unlinked Notes

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

1. Open the client’s file.

2. Click New Unlinked Note.

3. A new Text Note will open.

4. Add any Templates you want to include.

5. 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