Add to My Frequent Circles for Quick Access revolves around the idea of person-centred care. If you visit a Circle frequently, you should add them to your own list of Frequent Circles to quickly access them from the top menu dropdown or from your home page.

Go to My Organisation > Circles > Click on the star icon next to the circle name. This will add them to your list under My Frequent Circles.

After that, just visit your home page and you can create a Progress Note for your My Frequent Circles list with just one click. See the tutorial on how to create Progress Notes.

frequent clients