How-to
Add a standalone profile note
Add a dated note to the selected profile when the information does not belong in an open session.
Before you begin
Check the profile name and confirm that the information belongs in that client or student's record.
Add the note
- Open Profiles and choose the correct client or student.
- Select Notes.
- Select New Note.
- Enter the note in the note field.
- Select Save.
The note appears in the profile's notes list. The note is separate from a session note created on Session Details.
Review existing notes
Use Search notes... to find a note. Existing notes can provide Edit note and Delete note. A note created from a session can include View Session.
If the note does not save
- A note must contain content. If the editor is blank, iSpeax displays Content required and Please add some content to the note.
- Add the missing content, then select Save again.
Privacy: Notes may contain sensitive clinical, educational, or personal information. Enter only information that belongs in the selected profile and that you are authorized to record. Review the content before exporting or sharing it.
Add a dated note to the selected profile when the information does not belong in an open session.
