Client Communication Template

You can have customized client communication note options added for clients, volunteers & guardians.

This feature allows you to:

Add the topics that should be covered during client follow-up.
Have a different template for clients, volunteers & guardians.
Prepopulate the subject & label fields.

To get started, complete our questionnaire to provide us with the following details:

  1. What you want to name it in the Add New menu in the Communication/Notes tab (eg - Client Notes).

  2. The subject & label(s) that should be prepopulated (if applicable).

  3. The list of topics to discuss with the client, volunteer or guardian. The template can be set up per role.