Creating and Sharing Notes & Files

Struggling to organize client notes scattered across Microsoft Word, Google Docs, and physical notepads?

Key Features:

• Centralized Storage: Keep all client details securely stored, preventing loss of information.
• File Uploads: Attach files (up to 100MB) directly to client notes for easy access.
• Privacy by Default: Notes and files are private unless you choose to share them with your clients. For more on sharing, refer to our Sharing Notes section.

How to Add a Note

1. Go to the Clients page
2. Open the client’s profile
3. Click Add Note or open Notes & Files from More option

4. Choose a note type:

   • Blank Note

   • SOAP

   • ADIME

   • Initial Consultation

   • Follow Up Session

5. Add a title and note details
6. Choose the visibility setting
7. Select the date
8. Add an attachment if needed
9. Click Save Note

*Only the title is required. The description, date, and attachment are optional.

Note Visibility

• Private: Only you and your team members can view the note.
• Shared: The client can also access the note.

Attachments

You can attach supported files directly to a note, including:

• PDF

• DOC

• DOCX

• TXT

• JPEG

• PNG

Viewing and Managing Notes

• Saved notes and files appear in the client’s Notes & Files section.
• You can open a note to review it, make changes, update its visibility, replace the attachment, or delete it.
• Deleting a note will also remove its attached file.

Sharing Notes With Clients

• Set the note visibility to Shared when creating or editing the note.
• Shared notes are available to the client through their Foodzilla mobile app and web portal.
• Use shared notes for information such as consultation summaries, recommendations, reminders, dietary guidance, or next steps.
• Clients can also create their own private notes within the mobile app or web portal.

Need Help or Have Suggestions? 🤷‍♀️

Feel free to reach out by clicking the chat bubble in the lower left-hand corner of your screen. 💬