Using Notes in the Diary is a simple and effective way to display reminders, to-do list items and more in each of the Diary columns.
Creating a Diary Note
1. Click on the Diary column of a practitioner at the time/date the Note should be added.
2. Click on Note.
3. Type out a Description for the Note.
4. Select the Background Colour of the Note from the drop-down list.
5. Click Create.
6. The Note will appear in the Diary.
Managing Diary Notes
1. To Move the Note, click and hold the Note and then Drag and Drop it to another time, day or provider in the Diary.
2. To change the Duration of the note, hover over the bottom of the Note until the down-arrow appears, then click and drag up or down to extend or reduce the Duration.
3. To Edit the Note, click on the Note, and update the Description or Colour and click Save.
4. To Delete the Note, click on the Note and click Delete. After Confirming the Delete action it will be removed from the Diary.