How to make a client notification
Author: ICA | Date Created: August 4th, 2024 | Date Updated: May 14th, 2025
What this is
Need to create a reminder or notice for a client? Client notifications are a secure method to share dedicated reminders, notices, or flags in a client's record.
What you need to know
Client-level notifications can be viewed across agencies:
- "Client forgot wallet at ______, being held at front desk."
- "Client has a referral for ______, contact case manager."
🚨 NOTE 🚨: Client Notifications should not be used to record or share sensitive, non-bar incident information about a client. Case Notes are used for sensitive client incident information that needs to be shared within your agency.
Follow these steps
- On the Client Dashboard, click the bell icon at the top to access Clients Notifications:
- On the Clients Notifications menu bar, click on the Add Notifications plus-sign icon:
On the New Notification form, complete the required fields:
- Once complete, click Save:
When you are done
After following the steps above, you have created a Client Notification.
Need to record sensitive client incident information that should be shared within your agency? Use a Case Note