Using Notes and Messages

The Scheduler uses day notes to display messages about the day's schedule. A yellow bar at the top of the schedule displays the note.

The Notes & Message panel displays notes and messages about specific appointments or patients and other information about the day's schedule.

Notes are specific to the dates for which they are entered.
Messages are notes attached to a patient's record in another part of the software, such as the chart or ledger.

Click Day Notes or Messages on the right to display the Notes & Messages panel. Use this panel to view or edit existing notes and messages.

Creating a Day Note

To create a new day note:

Go to the date for which you are entering the note.
Click the Create Day Note button. The Create Day Note window is displayed.
Use the Note field to enter the text.
Leave All Day selected, or deselect this option and enter a time to display the note.
Click Save.

An all-day note stays at the top of the day view for the entire day. A time-specific note is displayed at the specified time.

To hide the note, click the X on the right side of the note. The time stamp on the left side associated with the note becomes a hyperlink. All-day notes are associated with the opening time of the office.
To display a hidden note, click the hyperlinked time stamp for the note.
To edit a note, click Edit on the right side of the displayed note.