Navigate to the To-Do List tab in the menu bar and select the Missing Session Notes tab on the left-hand side. Then, click Add Note next to the desired appointment If the session should be marked missed, select . Then, make any necessary changes to ...
Overview of the AI Notes Feature What AI Notes Can Do Best Practices for Getting Accurate AI‑Generated Notes Enrolling in AI Notes - Practice Level How to Enable AI Notes for Your Organization Managing User Access and Permissions Enrolling in AI ...
Quickly add and view administrative notes within your client appointments to provide more context or to include important reminders. Step 1: Create an appointment on the calendar and select add under Admin Notes:. Step 2: A rich text field will ...
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...
There are two options at the Practice Settings level regarding the "Paste Previous" note feature: Previous Note Select from 5 Previous Notes Please note: this is a global setting for all professionals within the account. After scheduling an ...