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In Quick View, go to the “Appointments recently completed” section and click the appointment button on the left side. You’ll be taken to the appointment detail screen (Classic View)
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Step 2: Navigate to
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On the appointment details screen (Classic View), navigate below the Task filter section to the sub-menu of options and click “Attachments”.
Click Attachments (below the “Task filter” section)
Click “Add”
Click Attach files. You can upload a PDF of the notes. You may also be able to upload a Word Document however this is sometimes rejected - use PDF for best results.
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add follow up notes
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Next, in the appointment detail screen scroll down to the case details section:
Click “Case details” tab (if not already selected)
Click the sub-tab “Case Note Information”
Then click “Follow up notes” button.
A plain text box will appear where you can paste notes. When done, click “Submit”.
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This pop up for follow up notes will not include the section breakers for Issues client presented with, Mental health risk assessment and Mental health risk assessment comments. All text entered or pasted will be in plain text and won't have any text formatting applied. |
FAQ
Can I delete notes from a closed appointment?
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