Appointment Scheduler: Create a scheduling note for staff
Use the Notes feature to communicate general scheduling information. Examples: closing time for holiday, doctor on vacation, lunch meeting details or potential waiting list clients.
Before you start
- Security access
- Appointment – Appointment Note Setup
- Appointment – Appointment Notes
Important!
- Appointment Notes do not create onscreen alerts. Direct staff to read notes if they see the button bolded followed by ellipses (“…”).
Add a scheduling note
- Navigate to Toolbar > Appointment Scheduler.
- Click Notes.
- Any future, current and past notes display.
- Click New.
- Modify the date, if needed. F2 to use the Calendar tool.
- Enter note information. Use Ctrl + Enter to create a line break as needed. Up to 70 characters/spaces display without opening (modify) to read the entire note.
- Click OK.
Modify a scheduling note
- Navigate to Toolbar > Appointment Scheduler.
- Click Notes.
- Select the note and click Modify or double-click.
- Modify the date or note information. Use Ctrl + Enter to create a line break as needed. Up to 70 characters/spaces display without opening (modify) to read the entire note.
- Click OK.
View a scheduling note
- Navigate to Toolbar > Appointment Scheduler.
- Click Notes.
- Any future, current and past notes display.
Delete a scheduling note
- Navigate to Toolbar > Appointment Scheduler.
- Click Notes.
- Select the note and click Delete.
- Click Yes or No on the confirmation message.
Additional Information
Scheduling notes
- Existing notes display from newest created to oldest. The note dated the same as the date or the next future date to the selected Scheduler date is preselected.
- If a note for the selected Scheduler date exists, the button text will be bold followed by ellipses (“…”).
- While longer notes can be entered, up to 70 characters/spaces display without opening the note (modify) to read the entire note.
Related Reports
- Practice and Staff Hours Report
- Scheduled vs. Goal Report
