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Procedure / Policy Overview
How to accurately view and take a client note in IS.
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All Phone Call Communication, Voicemails, Appointment No-Shows, Order Credits and Client Information Are Documented in InfusionSoft Notes
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InfusionSoft Notes is how we communicate with each other and store important client information. If other team members may need to know information on a client, a note must be made in InfusionSoft. This creates a reference point for easy access.
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Do Not Record Confidential Client Information in the InfusionSoft Notes
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Confidential client information is not to be recorded in the notes section of Infusionsoft.
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Creating a client note in IS
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Date |
Version |
Description |
Approved |
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[date] |
1.0.0 |
Initial document created |
[initials] |
