You can create a day note to attach important information directly to any day in Appointment Book. For example, you can create reminders to order supplies, to call a school about a hygiene class, or to attend a dental society meeting. Day notes are associated with a clinic, so each clinic can have a different note on any given day. When you create a day note, it is associated with the clinic that is assigned to the current view, so all views that have a given clinic assigned to them share the same day notes.
Tip: You can include day notes on the Appointment Book View Report.
Note: A user who has been granted access to Appointment Book can view day notes for the clinics that the user has permission to access. However, entering, editing, and deleting day notes requires the "Appointment Day Notes, Modify" security right.
To add, edit, or delete an Appointment Book day note
In Appointment Book, make sure that you are using a view that has the correct clinic assigned to it. Navigate to the correct date. Then, click the Note box, which is located in the upper-left corner of the schedule.
Note: If
a note already exists for the day currently being viewed, the Note
box has a yellow background 
.
If applicable, do one of the following:
If the Password - Appointment Day Notes, Modify dialog box appears, user verification has been assigned to the "Appointment Day Notes, Modify" task. Do one of the following:
If your user account has been granted the "Appointment Day Notes, Modify" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Appointment Day Notes, Modify" security right, have a user with permission temporarily override this restriction so you can view or modify the day note this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Appointment Day Notes, Modify" security right. To have a user with permission temporarily override this restriction so you can view or modify the day note this one time, do the following:
On the message, click Yes.
In the Password - Appointment Day Notes, Modify dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Appointment Book Note dialog box appears.
Do any of the following:
Enter or edit the note as needed.
To check
the spelling of the note text, click the Check
Spelling button 
.
Note: This button is available only if a certain preference setting is enabled.
To clear the entire note for the day, click Clear.
Click OK.