How to link a Patient Appointment to a Chart Note
Quickly access critical patient information by seamlessly linking chart notes to calendar appointments—enabling one-click retrieval directly from your schedule.
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
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.