How do I write a client note that only the office can see?

On the client's Notes tab, tap Add note and set Who can see it to Office only (Full view); caregivers and family never see Office only notes, and new notes start as Office and caregivers.

Quick answer1 min readUpdated for AveeCare
Short answer

Open the client, go to the Notes tab and tap Add note. Set Who can see it to Office only, write the note and tap Add note. Caregivers and family never see an Office only note. New notes start as Office and caregivers, so choose Office only each time. If you do not see Who can see it, switch the Notes tab from Simple to Full.

Step by step

  1. Open the client from Patients.
  2. Go to the Notes tab and tap Add note.
  3. If Who can see it is not showing, close the box and switch the Notes tab to Full.
  4. Set Who can see it to Office only.
  5. Write the note and tap Add note.

Good to know

  • The other choices are Office and caregivers, and Caregivers and family. Pick one of those when caregivers should read the note before a visit.
  • Changing an existing note: tap Edit on the note, change Who can see it and tap Save changes.
  • Simple view has no Who can see it box, so a note added there is shared with caregivers. Switch the Notes tab to Full whenever you need Office only.

Keep going

Patient notes

Free-text notes on a patient. Searchable, timestamped, edit and delete.

How do caregivers see notes about a client?

Client notes set to Office and caregivers reach caregivers; critical and pinned ones show on the visit under Read before you start, with I've read it when acknowledgment is required. Office only notes never do.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

All help articlesNeed a person?