Professionals: How to add attachments and notes to your clients records

Adding attachments to a clients record and using client notes to keep track of your clients treatments

Maintaining client records, notes, and information is essential for tracking their needs and addressing any challenges they may be facing. Kara Connect offers a simplified solution with Attachments and Notes to streamline this process. 

Adding Attachments in your Client Records

Log into your Kara Connect Workstation

To add an attachment to your client's record, simply:

1. Navigate to the "Client" section on the top menu of your workstation

2. Find your client and click on the Client Name to open the client record

3. Scroll down to the 'attachments' section located on the left side of the page.

4. Click on 'add new' and proceed to upload your attachment.

This feature allows you to easily access and manage all relevant files associated with your client, ensuring that important documents are always at your fingertips.

Using and Adding Client Notes During your Sessions

Within the notes section of each recorded activity, you have the ability to document key details and insights discussed during sessions with your client. This feature allows you to track progress, capture important points, and refer back to past discussions easily. By utilizing this function, you can maintain a comprehensive record of all interactions, ensuring that nothing important is overlooked or forgotten.

To take notes during a session, simply follow these steps as illustrated in the accompanying gif. Locate the symbol on the bottom banner, which is the fourth from the right, and click on it. This action will open up a dedicated notes section where you can jot down important details and insights discussed with your client. The information you input will be automatically saved in the notes section for that specific session.

 

During the first session with a client, you have the ability to add notes in real-time, either during the session or call. These notes will then be accessible and enabled for all subsequent sessions with that specific client. You can easily edit and update these notes directly from the client's record, ensuring that you have a comprehensive and up-to-date record of all interactions and discussions. This feature allows for seamless tracking of progress, capturing important insights, and referencing past conversations with ease.

 

The notes section will only be visible if you have added notes for that specific client during the Session (during your call as per the gif above)