Specialty Ideas

Automatically create an entry in Contact Notes from the notes generated when an appointment is cancelled.

When an appointment is cancelled, it would be extremely helpful if any notes entered are automatically placed into the Contactes Notes tab. We are currently copying and pasting information about the patient's cancellation into Contact Notes to keep it there with all other correspondence and phone calls. If it does not paste automatically, it would be helpful if there is a check box to create the Contact Note when cancelling the appointment. Thank you.
  • Guest
  • Feb 4 2019
  • Future consideration
  • Attach files
  • Guest commented
    January 05, 2023 17:37

    Yes! This!

  • +7