Finalize your notes to protect your documentation and easily track what’s done right from your calendar.
Instructions
- From the Calendar, click the appointment
- Go to Treatment Note, then fill it out
- When done, toggle Finalize note in the bottom right corner
- Finalizing notes helps to prevent accidental edits to completed documents
- Notes can be un-finalized by turning off the same toggle
- After finalizing, click Save & Close
Note: When viewing your Calendar, a checkmark icon will appear on appointments with finalized treatment notes. This was you can see at a quick glance which notes still need to have notes written.