note, form, report - create a folder

To create folder for notes
1. Click "View Client List"
2. Click "Notes"
3. Click "View Notes"
4. Click green "New Folder" button in the upper right-hand corner
5. Type folder name
6. Click "Save Folder"

To create folder for forms
1. Click "View Client List"
2. Click "Forms"
3.  Click green "New Folder" button in the upper right-hand corner
4. Type folder name
5. Click "Save Folder"

To create folder for reports
1. Click "View Client List"
2. Click "Reports"
3. Click "View Reports"
4. Click green "New Folder" button in the upper right-hand corner
5. Type folder name
6. Click "Save Folder"

To move items into folders
1. Click the 4 horizontal lines on the left side of the note, form or report
2. Drag the item into the folder
3. The item will temporarily expand to show that it was successfully moved 
4. To view your item, click the black folder icon to "open" it

Important things to note:
Folders are clinic-wide and are visible in each client’s file as a new folder.

For example, folders could be labelled Fall, Spring, and Summer semester each year so the file system is cohesive for students to find old information about their clients. 

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