You can now create notes for a patient, that will appear on all of their appointments. Not only does it appear on appointments on the calendar, it will even appear while you are creating an appointment.
The key difference with this type of note, it’s available to be seen by schedulers, receptionists or anyone with access to the calendar. It’s not intended to store medical information, rather administrative notes. Some examples of use are:
- A patient has accessibility requirements and needs assistance when entering your business.
- The patient regularly does not turn up, and you want to collect a fee from them in advance.
- They love their tea with milk and two sugars, you’ll look like a pro when you bring out their beverage without needing to ask.
When you’re adding or editing a patient, you’ll see a new field called “Appointment notes”:
Whatever you include in this field will show up on every appointment for this patient. When the appointment is being created:
And when the appointment is viewed:
This will be handy for keeping all staff members in the loop about a particular patient’s needs, requests, or anything, really!
Note: For clarity, we’ve renamed the existing patient field that was named “Notes” to “Extra Information”. We feel this better identifies the intent for that field, compared to the new “Appointment notes” field.