Guide
- From the Calendar, click the appointment
- Go to Treatment Note, then fill it out
- When done, toggle Finalize note in the bottom right corner
- After finalizing, click either Save or Save & Close
Notes
- Finalizing notes helps to prevent accidental edits to completed documents
- Notes can be un-finalized by turning off the same toggle
- When viewing your Calendar, a checkmark icon will appear on finalized appointments
- At the end of your day, you can check your calendar to see if there are any outstanding note
Video
Related
- How to create and write treatment notes in ClinicSense
- How can I complete treatment notes using my phone?
- How to view, print, download, or email treatment notes
- What the Calendar appointment icons represent in ClinicSense