Showing Patient Calendar Notes on Appointments

Overview

The Patient Calendar Notes feature allows you to enter client-specific notes in the demographics that automatically appear on all of the client’s appointments. This enhancement ensures that important information is visible during scheduling and review without requiring repeated data entry.

Add Patient Calendar Notes

The Patient Calendar Notes field is available in the client chart.

To add notes:

Select Chart Room from the left sidebar and select the client.
Select the Demographics tab
Expand the General panel.
Click Edit and enter the relevant information in the Patient Calendar Notes field. You can enter up to 1,000 characters.

View Notes on Appointments

Notes entered in the Patient Calendar Notes field automatically appear on the appointments. Any updates you make to the Patient Calendar Notes field apply immediately to all linked appointments.

To view patient calendar notes on the appointments,

Select Calendar from the left sidebar.
Select the client's appointment.
Locate the Patient Calendar Notes on the client's appointment.

FAQs

What are Patient Calendar Notes?
Patient Calendar Notes are client-specific notes entered in the client's Demographics record that automatically appear on all of the client's appointments.

Do Patient Calendar Notes appear on existing appointments?
Yes. Patient Calendar Notes automatically appear on all appointments associated with the client, including existing appointments.

Will updates to Patient Calendar Notes be reflected on all appointments?
Yes. Any changes made to the Patient Calendar Notes field are applied immediately to all linked appointments.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.