Note FAQ

Note FAQ

Can urgent notes be seen on the booking screen?

Note types with the Schedule checkbox set will show up in the Appointment sidebar.


Can inactive patients be seen on the booking screen?

The top of the screen shows the Patient Status if it’s not ACTIVE.


    • Related Articles

    • Email Campaign FAQ

      Why is my campaign reach so low? Click the “details” on the campaign Check the counts for the campaign blast Things to check: Does the campaign have a subject? If there is no subject, Sendgrid will refuse to send the email and it will show up as ...
    • Time Clock FAQ

      Options Prompt on Logout If checked, the user will be prompted to clock out upon logout. If unchecked, the user will stay clocked in upon logout. Break Period If the user has been logged out but not clocked out for at least the Break Period time, and ...
    • Visual-Eyes Keyboard Shortcuts

      Navigate Visual-Eyes faster using keyboard shortcuts for common tasks like creating records, switching screens, and saving changes. This reference includes shortcuts for general navigation, exam documentation, and dispensing workflows. Control ...
    • Visual Book - Limit bookings to New/or existing patients (Flex Only)

      For Flex layout only, we have added an option for Visual Book practitioners to limit if new and/or existing patients are allowed to book under their calendar. To enable and configure follow the steps below: Open and login into visual care>admin ...