Notes added to future appointments on the chart screen will display on the Appointment Workflow, also known as the To Depart column.

Adding Appointments Notes for Reception

1. Open the patient record and Chart tab.
2. Select or create the Course of Treatment (COT) with all appointments as required.
3. Double-click the Appointment heading for a future appointment.
   • Add any appointment notes.
     💡Tip: You can also edit the appointment name, length and how far ahead the appointment should be booked.
   • Click OK when complete.
4. After charging the COT, the appointment notes will display on the appointment workflow along with all appointment information.