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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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If you can’t find the appointment, use the filter search button (the dotted triangle in the “Client First Name” column header to only show a particular client. See more here: Use filter tool to search |
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Step 2: Navigate to add follow up notes
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| Note |
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Do not click or use the “Add documents” button feature unless directed to do so by Converge or if your notes are hand-written scans that is not in a format that can be copy and pasted. |
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FAQ
Can I delete notes from a closed appointment?
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