PreviousNext
Help > Module 10: Labels, Notes, History, Reports, Scanned Documents & Signatures > Adding a Staff Alert
Adding a Staff Alert

A Staff Alert may be added to a Family or Client record. This note type will alert any staff who will be accessing the record in the future with the note's message.

 

  Click Add on the Family or Client's Notes page.

  Choose the Client from the drop-down list.

  Choose the Note Type, Staff Alert.

  Add the Note.

  Click Save.

  The Staff Alert Graphic Identifier will appear beside the Client's Name on the Active Client Record, and the note will be displayed in the Note List. See Module 10: Figure 12 below.

 

 

Module 10: Figure 12: Adding a Staff Alert