Managing Patient Accounts > Accessing the Clipboard

Adding a Yellow Sticky Note

You can attach Yellow Sticky notes to the Clipboard, the patient's appointment, and any location in the software that displays the yellow sticky icon. You can always access Yellow Stickies from the top of the Appointment Book window, next to the Toolbar.

When there is an active note attached, a numeral is displayed to indicate how many notes are present.

• Yellow Stickies are also displayed in the Person Pick List when a person is selected in the list. You can access the notes from there without having to launch the Clipboard.

To add a yellow sticky note:

1. Click on the Yellow Sticky in the desired location. The Yellow Stickies window is displayed.

2. Type your text and click Attach. The Yellow Sticky attached to window is displayed.

3. Select the criteria for this note and click OK.

Related Topics

Accessing the Clipboard

Creating a Patient’s Clipboard

Importing the Patient’s Portrait

Working with Page 1

Working with Page 2

Using the Clipboard's Buttons

Entering the Patient's Insurance Information

Promoting a Patient to a Responsible Party

Using Miscellaneous Clipboard Functions