> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/participant-management/record-client-notes.md).

# Record Client Notes

**Maica Client Care** allows you to capture Client Notes based on [Client Note Templates](/client-care-reference-data/client-note-templates.md) as shown in the below video:

{% embed url="<https://app.arcade.software/share/NPTNVydiCiYNiiLcERDO>" %}
Creating a new Client Note
{% endembed %}

### Creating a new Client Note

A new client note can be created in one of two ways, either directly from the Participant profile (Salesforce Contact profile) or when [completing](/appointment-management/creating-appointments/appointment-sections.md) an Appointment.

When creating a new client note directly from a Participant's profile, the activity of recording the client note is **not** considered to be a billable task and the **Maica** invoicing engine will not process this as a billable activity.

When creating a client note during the completion of an Appointment, it is considered a billable activity and will be processed during the invoicing schedule.

### Selecting the Client Note Template

During the process of creating a new client note, **Maica Client Care** will display all available client note templates to you and pre-select the first one for inclusion.&#x20;

<figure><img src="/files/mMZzcDOl0HatjBPrnH2y" alt=""><figcaption><p>Selecting a Client Note Template</p></figcaption></figure>

Once you have selected the relevant client note template, simply confirm and **Maica Client Care** will create your new client note using the content from the client note template.

{% hint style="info" %}
If you would like to default your client notes to not have any pre-defined text at all, simply create a `Default` client note template with no template text.
{% endhint %}