Managing Your Practice > Tracking Patients
The Miscellaneous Notes feature enables you to enter notes, such as referral information or other details, about prospective patients into your software. The note is automatically displayed when the patient comes in or calls to schedule an appointment. This helps you keep records on patients for whom you have received x-rays or other information.
When you are adding a new patient to the software, and there is a match between the patient demographics and an existing miscellaneous note, the software prompts you with the option to transfer the information to the new patient's record.
To enter a miscellaneous note:
Select Tables > Miscellaneous Notes. The Miscellaneous Notes Search window is displayed.
Click New. The Miscellaneous Note Entry window is displayed.
Enter the patient’s first and last names, date of birth, Social Security number, and phone number.
In the Referred By field, type the first few letters of the name of the referral source and click the ellipsis button to select from a list of names. For more information, see Setting Up Referral Information.
Enter a note date and the miscellaneous note.
Click Ok.