Description
This quick guide demonstrates how to add notes to an existing appointment, and where they can be accessed and viewed in the appointment and in the Sidekick.
Steps
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Appointment notes can be viewed and added in the appointment dialog box. In the Scheduler, double-click the appointment.
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This opens the appointment to edit procedures or add and edit appointment notes. Click New Note at the bottom of the appointment.
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A new note opens. It is tagged Appointments because it was created directly from the patient's appointment.
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Enter the note. If another note tag needs to be selected, click Appointments at the bottom.
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This opens the list of note tags. Select multiple tags, or change the tag by clicking the applicable category.
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Click outside the note tag list to close it. The note displays the selected tags.
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When the note is finished and correctly tagged, click Save.
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The note displays at the bottom of the appointment when the appointment is open for editing.
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Click Update Appointment to save the changes.
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Notes do not display on the appointments in the Scheduler to maintain confidentiality. To view a note, double-click the appointment.
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An appointment that has a note attached will have an asterisk (*) on the appointment heading.
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All notes can be viewed by clicking the Notes summary arrow in the Sidekick.
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Click the note to expand it in the Sidekick.
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The contents of the note can be read directly from the Sidekick.
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The note created on this appointment is tagged Appointments and will display by default while in the Scheduler module.
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