- 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 guide
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