You can view the added Appointment Notes of an appointment from the Dashboard, Diary and Patient Tracker.
To learn more about adding appointment, click here.
Let's explore how to view appointment notes from various touchpoints in the system.
Dashboard
- On the Dashboard, you can view the appointment notes from the All Appts. (Appointments) list
Diary
- You can view the appointment notes icon on the appointment tile.
- When you hover over the appointment tile, you can view the appointment note.
Patient Tracker
- Click the Patient Tracker icon on the top left of the homepage.
- Click the intended appointment.
- You will find Booking Notes and their Tx Plan.
- You can view details of the appointment notes such as the Time, Date, and User name.
Practices can utilise this quick guide to identify the touchpoints for accessing appointment notes.