Exercise 1—Attach a date-specific yellow sticky.
The doctor is going to take the entire office out for dinner. Attach a note to remind everyone of the dinner.
To attach the yellow sticky:
Access the appointment book, and navigate to the first Friday in March.
Click the yellow sticky icon in the appointment book. The yellow sticky text area is displayed.
Type Dr. Klein is taking everyone out to dinner tonight. Click Attach. The Yellow Sticky attached to date window is displayed.
Click OK.
Exercise 2—Attach a patient-specific yellow sticky.
Becky Peterson is a patient whose identical twin sister, Nora Dell, is also a patient. Becky gets upset when people mistake her for her sister. Attach a yellow sticky to Becky’s clipboard to remind the staff of this situation.
To attach the yellow sticky:
Open Becky Peterson’s clipboard.
Click the yellow sticky icon in Becky’s clipboard. The yellow sticky text area is displayed.
Type Do not confuse this patient with her twin sister. Click Attach. The Yellow Sticky attached to patient window is displayed.
Click at patient check-in, and click OK twice.
Exercise 3—Attach a yellow sticky that pertains to a responsible party.
Christopher Robin has bounced a couple of checks with your office. Attach a yellow sticky to Christopher’s clipboard stating that only cash or a credit card should be accepted.
To attach the yellow sticky:
Open Christopher Robin's clipboard, or the clipboard of anyone for whom Christopher is the responsible party.
In the Responsible Party section of the clipboard, click the yellow sticky icon. A blank yellow sticky is displayed.
Enter something like Accept only cash or credit card. Click Attach. The Yellow Sticky attached to responsible party window is displayed.
Select at patient checkout (the time when payment is usually made). Click OK.
Editing and Deleting a Yellow Sticky