How to Add a Consultation Note

A consultation note can be added by following the below steps: 

Go to the 'Treatment' section > 'Notes' > 'New' . See below: 

You will then be able to create the consultation note by adding the tooth if applicable, selecting the note template, adding any attachments and any additional information to the note template. See below:

To add the note simply select 'Save and Complete' which will lock down the note after midnight that day.

You can also 'save draft' if you think you may also have any additional information that you may need to add within 3 days. After the 3 days have passed the note will be locked down and no further amendments can be made.

Once you have saved the note you can then search for it using the 'search' feature and print out the consultation notes by using the 'print' feature.