Appointment Notes for Patients

 

MedicalDirector PracSoft enables you to record permanent notes for a patient, that appear each time you schedule an appointment for them. This information is not recorded via the Appointment Book, but rather from within the patient's record, as explained below.

1.     Open the patient's record.

2.     Select the Notes tab.

 

3.     Locate the Appointment Reminder field (the smaller of the two text boxes) towards the bottom of the window, and enter the reminder text you wish displayed when this patient books an appointment. Note that the larger text section above is for recording Waiting Room Notes.

4.     (Optional) Tick the Requires Long Appointment check box if desired.

5.     The Appointment Notes reminder appears each time you schedule an appointment for the patient, as shown below.