---
title: Link Patient Appointments to Chart Notes
description: Learn how to link patient appointments to corresponding chart notes in Aeon, ensuring context and continuity in documentation.
---

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January 21, 2026

# Link Patient Appointments to Chart Notes

## Guide to connecting appointments to chart notes for streamlined documentation.

### Instructions

#### Creating the Link from the Calendar

1\. Open the **Calendar**

2\. Create or open the patient's **Calendar appointment**

3\. Open the appointment to see the **Appointment Details**

4\. Click on the icon "**Start or resume chart note**"

Within the Chart Note, you will see the appointment linked at the top right of the page

 

#### Creating the Link from the Chart Note

Applies to Draft or New Chart Notes only

1\. Open or create a **Chart Note** from within a patient's profile

2\. Click **Link Appointment**

3\. **Choose** the Appointment

### Additional Information

- While the Chart Note is in draft, you can change or remove the linked appointment by clicking on the date link.
- Once a Chart Note is signed and saved, you cannot change or remove the linked date.

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