Add alerts and notes
Flag what the team must know before treating.
Alerts and notes keep the team informed. Both are for clinic staff, and both appear on the patient card under Alerts, Allergies & Notes on the Fact Sheet.
Add an alert
Click the + beside ALERTS on the Fact Sheet.
Type what the team needs to know, then click + Add alert.
Whenever someone opens a card with active alerts, the alerts window appears first and must be closed before they continue. You can pin or delete each alert from that window.
Add a note
Click the + beside NOTES, or the pencil beside the left panel.
Type your note and click + Add note.
The window has two tabs, Client notes and Appointment notes, so notes written on a booking are easy to find.
Deleting an alert or a note is permanent and removes it for everyone on the team.
Up next
Next, read Block or delete a patient.