The TeamTalk feature enables you to set up notes to be displayed for specific tasks, records, and events at specific times. For example, if you create a note to be displayed when you edit an account, the note is displayed whenever the account record is opened in EDIT mode.
TeamTalk notes are specific to the databases in which they are saved. For example, account database events can include adding a patient, posting a payment, or printing a billing statement. Patient database events can include activating a new patient or making an appointment. Insurance plan database events can include editing an insurance plan, updating from Trojan data, or calling a plan administrator.
TeamTalk notes that you have set up for the future or that have expired are not shown in this window.