How To - Create a Client Profile in AutoNotes

AT

AutoNotes Team

Created Apr 10, 2025

How To - Create a Client Profile in AutoNotes

25

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AutoNotes - Write Progress Notes with AI

9 Steps

1

Click on the Clients Icon

Click on the Clients Icon

2

Click on Add Client

Click on Add Client

3

Enter Client Information and Click on "Create Client"

Enter Client Information and Click on "Create Client"

4

A Client Profile will be created along with a Client Overview

5

Update Client Status as needed

Remember to Saved Changes!

Update Client Status as needed

6

Update General Information as needed

Remember to Saved Changes!

Update General Information as needed

7

Update Medications as needed

Remember to Saved Changes!

Update Medications as needed

8

Update Allergies as needed

Remember to Saved Changes!

Update Allergies as needed

9

Update Diagnoses as needed

Remember to Saved Changes!

Update Diagnoses as needed

Well done!

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