๐Ÿ“Simple Notes

A simple note is an appointment without a patient record attached. You can use it in many ways, for example, to block a specific user time slot for booking, or assign a generic task for that particular date & time.

Create Note

To add a new time slot, click on the empty calendar cell, the same way how you add new appointments, then switch from Appointment to the Note tab.

Required fields:

  • Start/End/Duration - filled automatically by default, can be changed;

  • Room - a calendar section (room name), filled automatically by default. can be changed;

  • Provider - assigned provider (dentist).

Optional fields:

  • Note - you may keep this field empty, or add any text note.

Update Note

Once you have added a calendar note, you can click on it to open the details. The details form looks the same as Create Note.

Delete Note

  1. To delete a note, click on the note to open the details.

  2. Click on the Delete Note button at the bottom to confirm.

Last updated