Use Appointment Notes

You can add notes to an appointment.

To add an appointment note:

1. Open the Scheduler tab and select an appointment.

The Appointment and Patient Details page appears.

2. Click the Appt Notes tab.

3. Click the Add button to open the .

4. In the Notes field, enter the contents and click the Save button.

You can delete appointment notes that you've entered by mistake or appointment notes that are no longer required.

To delete an appointment note:

1. Open the Schedulertab and select an appointment.

The Appointment and Patient Details page appears.

2. Click the Appt Notes tab.

3. Select the note you want to delete and click the Delete () icon.

A confirmation pop-up appears.

4. Click Yes to confirm.

You can view deleted appointment notes associated with a patient.

To view deleted appointment notes:

1. Open the Schedulertab and select an appointment.

The Appointment and Patient Details page appears.

2. Click the Appt Notes tab and select the Show deleted check box.

The deleted notes appear in light gray text.