How to Add Appointment Notes?

Scheduler > Appointment > Appointment Notes

Users can add ‘Appointment Notes’ for a scheduled patient.

In the ‘Scheduler’ window, click on the () button to open the ‘Appointment Notes’ screen.

To add a note, click the ‘+Add’ button.

Appointment Notes Icon

Add Appointment Note

NOTE:
’Schedule Appointment’ link only appears when ‘Follow-Up Note’ has been saved at least once, i.e. in ‘Edit’ mode.