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Clients

Client Internal Notes

Overview

The Notes section within the Client Profile in viggoVet serves as a centralized space for storing staff's Internal notes related to a client. These notes help veterinary staff document important details that are not part of the medical or financial records but are crucial for client interactions, such as special requests, behavioral observations, or client-specific instructions.

To access the Notes section:

  • Navigate to Clients from the sidebar.
  • Select the desired client.
  • Click on the Notes tab.
  • Direct link: 🔗 https://{your-clinic-slug}.viggo.vet/clients/{client-id}/client-notes
Client Internal Notes

Features & Functionalities

1. Adding a New Note

To create a new note:

  1. Click the “Add Note” button in the Notes section.
  2. Enter the details in the provided text field.
  3. Assign any relevant tags or categories (if applicable).
  4. Save the note to ensure it remains accessible for future reference.

2. Managing Client Notes

Veterinary staff can efficiently manage notes by:

  • Editing Existing Notes – Modify or update a note if new information becomes available.
  • Deleting Notes – Remove outdated or incorrect notes to keep records accurate.
  • Sorting & Filtering – Locate specific notes by keyword search or creation date.

3. Internal Use & Confidentiality

  • Non-Exportable Data – Notes in this section are strictly for internal clinic use and are not included in client-facing reports or printouts.
  • Access Control – Only authorized clinic staff can view or edit client notes, ensuring privacy and confidentiality.

Best Practices for Managing Client Notes

  • Keep notes concise and relevant – Ensure they contain useful client-related information without unnecessary details.
  • Regularly review and update notes – Maintain accuracy by revising outdated entries.
  • Use standardized tags or categories – Enhance organization and retrieval of important notes.
  • Ensure confidentiality – Avoid including sensitive or financial details in notes meant for internal reference only.

By using the Notes section effectively, veterinary staff can improve internal communication and provide a more personalized experience for clients and their pets.