ASAP, Broken/No Show, Pinboard Appointment Notes

As you use the ASAP, Broken/No Show, and Pinboard lists to contact patients, you can now add or edit notes for those appointments without having to leave the list you are working from.

Note: The “Manage Appointment” right is required to add or edit appointment notes.

Editing an existing note

If an appointment has a note, a note icon appears on that appointment tile. To edit the note, click the icon.

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The Edit Note dialog box appears.

Make the necessary changes, and then click Save.

Adding a new note

If an appointment does not have a note, an add note icon appears on the lower-right corner of that appointment tile. To add a note, click the icon.

The Add Note dialog box appears.

Enter the note text, and then click Save.