Notes
Best practices
Use a clear title. A short, descriptive title makes it easy to scan the notes list at a glance. “Medical - asthma” is more useful than just “Medical”.
Keep notes current. If a situation has been resolved (for example, a payment plan that’s been completed), update the note so staff know the status.
Use notes for “need to know” information. Things like health conditions, accessibility needs, or agreed-upon exceptions are perfect for notes.
Use interactions for events. If something happened, such as a conversation, complaint, or incident, log it as an interaction instead.

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