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Create Consultation Notes from an Appointment
Create Consultation Notes from an Appointment

How to write patient consultation notes from the Appointments calendar

Jessica Magri avatar
Written by Jessica Magri
Updated over 2 years ago

There is a shortcut for writing consultation notes for an appointment or consultation in the Appointments calendar.

Note: To create consultation notes from the Appointments calendar, you must have a role assigned to you that gives you editing permissions for Bookings, Patients, and Consultations.


Create Consultation Notes from an Appointment

To create consultation notes from the Appointments calendar:

1. Select the appointment that you want to create consultation notes for.

2. Click Write Note in the appointment window.

You are redirected to the patient's record.

3. Write the consultation note are you normally would. For more information on consultation notes, see here.

4. Click Save.

The consultation notes are added to the patient's record.

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