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How do I edit client notes in Practice Manager?

Article ID: 2501
Last updated: 17 Oct, 2019

You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges.

To edit a client note that's already been created, follow these steps:

  1. Open Practice Manager.
  2. Right-click on the client and select Edit Existing Client.
  3. Select Client Notes from the left-hand menu.
  4. Click on the note to be edited.
  5. Select Edit Note from the right-hand menu
  6. Enter the changes.
  7. Click on Save.
Article ID: 2501
Last updated: 17 Oct, 2019
Revision: 7
Views: 146
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