If you have notes that you want to stay “sticky” to a patient Jane has a special star system.
A Note on Notes :)
Notes only show up internally in Jane. So notes you put on an appointment, patient, profile, invoice or anywhere else with a section called “notes” is only administrative.
Creating a Note
You can create a note on an appointment by clicking on the appointment to open the “edit” pane.
Notes will show who created it and when it was created.
This note is only for this one appointment. It will not follow the patient around Jane but belongs just to this single appointment.
You can see the note right on the appointment and you will know there’s a note because of the “speech bubble” that shows up on the appointment.
And hovering over the appointment will make the note appear directly on the appointment.
Marking a Note as Important
This type of note will now follow the patient through Jane. This means that the note will show up on all future appointments and also as you are booking the patient in on the schedule.
Use the little star above the note to make it Important
The note will turn orange and always stay at the top of the list.
And as you book in appointments for this patient:
Removing a Starred Note
Just click the star again to remove the Important tag and the note will no longer follow the patient around.
Some Common Uses for Starred Notes
People use this notes for many reasons - often it’s administrative like “always late” or with an important end date you would like everyone to remember.
Starred notes can also be used to track package usage or remind of an adjustment.