Use Progress Notes to record client progress

Progress Notes give your team a private place to record how a client is progressing over time. Notes are attached to the client’s profile, so you can return to earlier observations without adding them to the client-facing app.

Open Progress notes

1. In Clovo Dashboard, open Clients.
2. Select the client.
3. Open the Progress notes tab on their profile.
4. Select New.

The first time you open the tab, Clovo shows an empty state with New instead of a list. Once notes have been saved, the list shows each note’s title, who saved it, when it was saved and a short preview. Select View to open a note.

Write and save a note

The editor opens with a title based on the client’s name and the current date. You can change the title before saving.

1. Check or edit the Title.
2. Enter the note under Progress note.
3. Add formatting when it helps the note stay easy to scan. The editor supports bold, italic, underline, headings, subheadings, bullet lists, numbered lists, quotes and dividers. Type / in the editor to open the block menu.
4. Select Save.
5. When Clovo asks Save this version?, select Confirm to commit the note.

Each save commits a permanent version to the note’s edit history. If you select Cancel at the confirmation step, your changes remain in the editor and the version is not saved.

Titles can be up to 200 characters, and a note can contain up to 8,000 characters. Clovo will show a validation message if either limit is exceeded or if the note has no content.

Open past notes while writing

Select Past notes in the editor to open a panel on the right. It lists saved notes newest first. From each note in the panel, you can select View, Edit or Version history.

Read, edit and export a note

Open a note from the Progress notes list and choose the action you need:

• Edit progress note returns you to the editor. The existing note stays in place while you make changes.
• Version history shows every saved version and the changes between them.
• Export PDF downloads the saved note as a PDF.

When you edit a note, the save button reads Save changes. Clovo asks for the same Save this version? confirmation before it records the edit, so an earlier version remains available.

Review version history

Select Version history on a saved note. Each version shows its number, who saved it and when. The current version is marked Latest. Where there is a previous version, Clovo highlights the text that was added and removed so you can see what changed.

Select View exact version when you need to read the complete content of a particular version.

Create reusable templates

Templates help your team start notes with the same structure without copying information from another client.

1. Open a client’s Progress notes tab and select New, or open an existing note and select Edit progress note.
2. Select Manage templates beside the editor.
3. Select New template.
4. Enter a Template name and build the Template content.
5. Select a field button when you want Clovo to fill in that detail when the template is used.
6. Select Save template.

Templates are shared across your studio. Do not enter real client information in a template. Use the field buttons under Client details, Client activity, Author and studio and Date and time instead.

To use a template, return to the Progress note editor and select Start from template. Choose the template you want, and Clovo inserts its structure into the note. If you have already started writing, selecting a template asks you to confirm before your current note content is replaced.

Keep notes private

The Private badge beside Write progress note or Edit progress note indicates that the note is private. Progress Notes are never visible to clients, so use the feature for information your staff need when supporting the client rather than for messages or instructions you want the client to read.