# 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="" %} 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.

Selecting a Client Note Template

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 %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://kb.maica.com.au/participant-management/record-client-notes.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.