Starting - 05. Using the Notes function
Mar 20, 2026
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- To access a patient’s profile, select Patients from the Main Menu, search for the patient, and open their record.
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In the middle column, at the bottom of the screen, you will find the Notes section, which displays existing notes.
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To add or modify notes, click the Notes button on the far left of the screen.
- The top field is used for general note-taking.
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The lower field, if completed, will automatically appear (“pop up”) when accessing the patient’s data during billing or appointment creation.
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After entering the desired information, click OK to close the pop-up and save the note.
