Notes overview

In the Appointment Book, you can add appointment notes and day notes and view and edit appointment notes. Appointment notes are attached directly to an appointment. These notes usually reference special situations that the office should be aware of before seeing a patient.

Day notes are available for each day of the year and are generally used as reminders or task lists specific to a certain date, such as ordering supplies, calling a school about a hygiene class, or reminding providers of a dental or hygienist society meeting.

To learn more, click the following links:

·        Adding appointment notes

·        Viewing and editing appointment notes

·        Creating day notes