An administrator can update an existing note within the Notes tab within the Client Summary Page if needed.

  1. Within the Client Summary page, verify the correct pet and wellness plan display.
  2. Select the NOTES tab.
  3. Click the edit icon to the left of a note.
  4. In the Note area, make any necessary changes to the existing text.
  5. Click Save Changes to save the information and exit the dialog box. The updated note, user name of the administrator currently logged in, and original entry date display.