What is the difference between Client Notes and Appointment Notes?

Client Notes: Can be viewed on each of a client’s appointments (past, present, future). It is recommended to use Client Notes for information that all staff must be aware of.

• Example: Allergies, appointment history.

Appointment Notes: Can be viewed on the client’s appointment for that day. It is recommended to use Appointment Notes for information that staff must know for that specific appointment.

• Example: Client preference.