Finalizing treatment notes to prevent accidental edits

  1. From the Calendar, click the appointment
  2. Go to Treatment Note, then fill it out
  3. When done, toggle Finalize note in the bottom right corner
  4. 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 guide


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