Notes for Appointments with Multiple Clients
IntakeQ allows you to have appointments with multiple clients at one time, such as for couples or families. After the appointment you may want to add treatment notes in regards to what took place during the appointment. You have the option of adding separate notes for each client on the appointment, but the main feature most practitioners will use is the ability to have the main appointment note replicated on the additional client's timelines.
Adding & Replicating Appointment Notes
To add a note that is linked directly to an appointment, follow the steps in this article: Linking Treatment Notes with Appointments
Notes attached to appointments with multiple clients will show all clients attending the appointment at the top of the note.
Manual Notes for Additional Clients