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Case Notes
How to add a one-to-one service (client casenote) 📹
How to add case notes for your one-to-one services.
How to update a one-to-one service (client) 📹
How to update the case notes for your one-to-one services.
How to record non-client services
Some organizations will have tasks performed by staff members that do not relate to any particular client. This article will...