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Appointment Notes

Owned by Craig Obee
Apr 16, 2021
2 min read

After creating appointments in the surgery a message may need to be sent to the receptionist regarding the appointments. These messages will be visible in the Appointment Book and in the Edit Appointment screen, which the receptionist will use to book further appointments.

  1. Double-click on the appointment in the Treatment Area. This is displayed on the Appointment line in bold black text:

  2. An Edit Appointment window will open:

  3. Type any text in the Notes about this appointment… section and click on the OK button.
    The notes will be visible at Reception and also attached to the particular appointment within the Treatment plan as well as the Depart bar for receptionists, as shown below:

    An alternative to this method of communicating with reception / providers is to use Pop up notes, which you create by clicking on the Notes button on the Toolbar:

 

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