How can I update sessions treatment notes for clients?

How can I update sessions treatment notes for clients?

You can update sessions treatment notes for clients by using following steps:

  1. Login to Self Help Portal and go to Manual Trigger or click on it.


  1. After that in search box (Name/Email), type client name and search or select client.


  1. After select client, In trigger category drop down - select treatment notes category


  1. Now next step is in trigger name - Select Session that you want to update treatment notes in cliniko for the client and submit. After that check in cliniko treatment note section for the client.




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