Add an internal note to a conversation
Leave a staff-only note in a client's Connect conversation that the client never sees.
- Who can do this
- Staff with access to Connect
- Where in Oben
/connect
Internal notes let your team leave context in a conversation, such as a handoff or a follow-up reminder. Nothing is sent to the client.
Steps
- Open Connect and select the conversation.
- Below the conversation, select Internal note. The box changes to Staff only.
- Type your note.
- Select Save note, or press Enter. Use Shift+Enter for a new line.
- Look for the message Note saved. Only staff can see it.
- Select Reply to go back to writing a message to the client.
Good to know
- Only staff see notes. Nothing is sent.
- Notes show in the conversation as Internal note · staff only, with who wrote them and when.
- If your role cannot view client clinical details, the note text is hidden from you.