Creation Date: August 3, 2023
Created By: Danielle Standage
1. To add a note to a specific appointment, click on the applicable appointment
2. Click on link to appointment in the window that pops out
3. Scroll down to notes and click edit in the notes section
4. Typing the + will bring up a list of smart notes you have created. You can scroll through the list or type your call word.
5. Once you have added all the desired information, click on Save
6. To add a general note to a patient profile, click on the notes tab
7. When you are satisfied with your note, click save
