What actions can I perform using the menu options in the Notes section

The menu options in the Notes section allow you to perform various actions:

  • View Details: Provides a detailed view of the note, including client information and specifics related to the appointment.
  • Add Addendum: Enables you to add additional information or updates to an existing note without altering the original content.
  • Mark Note Complete: Indicates that the note is finalized and does not require further modifications. This is useful for maintaining a record of completed notes.
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