Notes can be added to an appointment to highlight information that may be necessary for your dental practice to know.

Notes about an Appointment

Appointment notes can be added via the edit appointment window or the chart screen (this is useful when setting up planned treatment appointments in workflow. (I.E. users in the surgeries may add appointment notes to be seen by reception when the planned appointments appear on the depart bar).

Appointment Notes on the Appointment Book

Double-click on an appointment to access appointment information and appointment notes.

Appointment Notes on the Chart

Double-click the Appointment row on the chart tab to access appointment information and appointment notes.

Additional Information

💡Tip: Cancellation notes will appear in the same Notes about this appointment section. 

💡Tip: You can set you Appointment Workflow to display any appointment notes.

Appointment Workflow

The workflow appointment notes can be first seen on the depart bar on the appointment book.