Adding or Deleting Notes in ARMS (Advanced Recovery Management System)

Adding & Deleting Client Notes

Adding Client Notes

Notes are helpful. Whether they are progress notes, SOAP or DAP notes, or just helpful tips you'd like to track. Regardless of what the note says, they are only accessible to users of providers. Clients do not have access to notes entered. This article will walk you through the process of viewing and adding notes. 

1. Once logged into ARMS navigate to the top left of your screen and select the menu button to open the side menu and click 'Clients' to access your permissioned list of clients.

2. Left click once on the client you would like to make a note or view the notes for. The menu will slide into the view on the right side of your screen. 

Clicking 1 time will slide open the client details section. Click the client again to close this menu.
3. In the client details section click on 'Notes' tab to access client notes.

Any notes that have already been stored for the client will appear below the [+ Note] button.
Each note will have a time stamp and a name so you know who made the note and when.
The note above was created on July 31st, 2019 at 12:37 PM by the user "Master Application".
4. To add a new note, click inside the text area field and type your note. Click the [+ Note] button to save the note and add it to the client details menu.

 Deleting Client Notes

1. Follow the steps listed above to access the client details section and open the client notes tab.

2. Locate the note that you wish to remove from the client's record and click the "x" button immediately to the right of the text in the note.

3. The system will alert you that you are about to delete a client note. If this was a mistake, click the [Cancel] button. If you do desire to delete the note click the [Sure!] button.
If you do decide to delete a client note, there is no way to recover the information. Be sure you are removing the correct note to avoid data loss

    • Related Articles

    • Adding New Clients

      Adding New Clients 1.  Click on the Add New Client Button located in the bottom right hand corner of your screen. Add new client button 2.  Complete all fields in the Client information Card under the General Tab. Reference Field Is Optional Click on ...
    • How do i assign clients to a "Client Group"?

      To assign your client to a Client Group 1. Go to the Backend Staff Portal  2. In your sidebar select "Clients" --> "Active Clients" and choose your client  3. Click the "Edit Client" button in the upper right hand ...
    • Assigning Events by Client Group

      <Content and stuff> - Draft for link...
    • How do I track a client's job and employment history?

      To add a job and begin tacking employment for your residents  1. Go to the Backend Staff Portal  2. In the sidebar menu select "Clients" --> "Active Clients" and choose your test client  3. Below the client image ...
    • Document Management

      All your files are in the cloud and can be easily accessed from any location and from any device. ARMS allows you to view all of your business documents relevant to your client(s) from one single location. It stores all your files securely in the ...