How to Create a Calendar Note

How to Create a Calendar Note

To make or edit a calendar note that will appear on an appointment in the Appointment Book, please follow these steps. The note will display in the event details of the appointment and by the patient's name at the top left in the Appointment Book.

1.  From the patient's Chart Face, click the Demographics tab.

Screenshot for How to Create a Calendar Note

Screenshot for How to Create a Calendar Note

Screenshot for How to Create a Calendar Note

Screenshot for How to Create a Calendar Note

2.  Click in the field labeled Patient Calendar Note and enter the text you want to appear in the Appointment Book.

3.  You may enter any text you like, and if you highlight the text and right click on it, you may edit the font, size, style, or color. 

4.  Click the 'Continue' button to save.

5.  The text will then appear on the Appointment Book, both at the top of the left hand column, and in any Event Details dialog box for this patient.

Screenshot for How to Create a Calendar Note Screenshot for How to Create a Calendar Note 

Common Questions

Problem: How to Create a Calendar Note.

Solution: Follow the steps below to resolve quickly.

  1. Check prerequisites and permissions.
  2. Follow the configuration steps.
  3. Verify the result and retry if needed.
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