How to Add an Appointment Note

To add a note to an appointment:

1. When you create the appointment, click Add Note.
   
2. Type the note in the field and press Enter.
3. Click the Flag icon if you want to mark the note as clinically relevant. If selected, the Flag icon turns blue, and the note is displayed on the patient's Clinical Chart (EMR) as Front Desk Notes.
4. Enter the rest of the details for the appointment, and then click Schedule Appointment.

Viewing an Appointment Note

If a note has been added to an appointment, it will be indicated by a Dialogue icon in the lower right corner of the appointment tile in the Schedule Day View.

To view the note, hold the cursor over the Dialogue icon. 

Editing an Appointment Note

To edit an appointment note:

1. Click the appointment tile in the schedule.
2. Click the Pencil icon. The Appointment window is displayed.
3. Click on the note text, and the field becomes editable. Update the text as needed.
   Note: You can also change the status of the Flag icon as needed by clicking it. If you are clicking on a blue Flag icon (i.e., no longer marking it as clinically relevant), you must also click in the note text in order for the change to save.
4. Click Update Appointment.

Note: You can edit the appointment details to add a note when the patient is being seated, and the note is displayed on the appointment tile in the Seated Queue. See How to Use the Seated Queue for more information.