(Legacy Calendar) 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 on Demographics tab.
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 and 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 (see below).
Related Articles
Group Appointments (Legacy)
This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. Set Up Group Appointment 1. From the Legacy Calendar, click the button (shift-click on the calendar). 2. From the ...(Legacy Calendar) Adding Clinician Groups to the Appointment Book
If your practice has multiple locations, shifts, or other "groupings" of clinicians, group administrators can sort clinicians into groups to make it easier to view their appointments in the Appointment Book . 1. To start this process, open the ...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. ...How to Create a Group Therapy Note
There are three ways to create a Group Therapy Note within ICANotes, as a batch from the Therapy Groups button in the Chart Room, from the New Calendar and from the Chart Face. Creating Batch Group Therapy Notes 1. Click the 'Therapy Groups' button ...Changing to Legacy Calendar
If you want to change calendars, follow these instructions: 1. From the Chart Room, click the drawer. 2. Once in Settings + Directories from the tab, click the tab. 3. On this tab, you can choose which calendar you want to use for the rest of the ...