{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/3ef9b15cd5e14695a740474b76931057\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/3ef9b15cd5e14695a740474b76931057-cc9713445a064932.gif","duration":99.333333,"title":"When to Use Client Profile vs Appointment Notes","description":"This Loom explains the difference between client profile notes and appointment notes and when to use each. It recommends adding information that should follow the client across visits, such as preferences, context, follow-up reminders, or operational details, to the client profile. For items tied to one specific visit, it advises using appointment notes, such as scheduling context, client requests, and staff observations from that appointment. It also clarifies that notes are different from clinical chart documentation, files, and tasks, and encourages clear, professional note hygiene for future staff understanding."}