Scheduling - Appointment Notes Area

Use the Appointment Notes Area in Scheduling to maintain miscellaneous information about the patient's appointment.   The table following the example describes the Notes Area, which is displayed by several scheduling windows.

Tips:  

• Each set of notes contains four lines.  However, you can maintain multiple sets of notes for an appointment.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Maintaining the Appointment Notes Area in the Appointment Scheduler Window, click More.

   

  1. Open Scheduling to display the Appointment Book Area.

  2. Open the Appointment Scheduler Window.

     • Basic Method:

     1. Click to highlight an appointment time slot.

     2. Click Schedule on the Scheduling Toolbar.
         

     • Advanced Methods:

     • Double-click to select an appointment time slot.

     • Or, click to highlight the desired time slot, and next right-click to open the Scheduling Shortcut Menu.  From the shortcut menu click Schedule New.

  3. To display the Appointment Notes Area, click Notes .

   

• Maintaining the Appointment Notes Area in the Patient Appointments Window, click More.

   

  1. Open Scheduling to display the Appointment Book Area.

  2. To open the Patient Appointments Window, click Appts in the Patient Account Number Area.

  3. To display the Appointment Notes Area, click Notes .

   

• Displaying the Appointment Notes Area in the Check In Status Window, click More.

   

  1. To display the Change Status Area in the Check In Status Window:
     Click the following sequence:  View Menu from the Menu Bar; Check In Status.
     Keyboard shortcut:  [ALT] [v] [c]

  2. To display the Appointment Notes Area, click Notes .

   

Scheduling - Appointment Notes Area Example: