Use appointment notes

You can add notes to an appointment.

To add an appointment note:

1. From Scheduler, select an appointment.

The Appointment and Patient Details page appears.

2. Select the Appt Notes tab.

3. Select .

4. In the Notes box, enter a note.
5. Select Save to add the note.

To add an appointment note:

1. From Scheduler, select an appointment.

The Appointment Details page appears.

2. Flick up to scroll down to the Appt Notes tab.
3. Select the Appt Notes tab.
4. Select .
5. In the Notes box, enter a note.
6. Select Save to add the note.

You can delete appointment notes that you've entered by mistake. To view notes you've deleted for a patient, see .

To delete an appointment note:

1. From Scheduler, select an appointment.

The Appointment and Patient Details page appears.

2. Select the Appt Notes tab.

3. Select (expand) the note you want to delete.
4. Select to delete the note.

A confirmation pop-up appears.

5. Select Yes to delete the note.

To delete an appointment note:

1. From Scheduler, select an appointment.

The Appointment Details page appears.

2. Flick up to scroll down to the Appt Notes tab.
3. Select the Appt Notes tab.
4. Select (expand) the note you want to delete.
5. Below the note, select .

6. Select Yes to delete the note.

You can view deleted appointment notes associated with a patient.

To view deleted appointment notes:

1. From Scheduler, select an appointment.

The Appointment and Patient Details page appears.

2. Select the Appt Notes tab.
3. Select .

Deleted notes appear in light gray text.

To view deleted appointment notes:

1. From Scheduler, select an appointment.

The Appointment Details page appears.

2. Flick up to scroll down to the Appt Notes tab.
3. Select the Appt Notes tab.
4. Select .

Deleted notes appear in light gray text.