Add a Practice Note

Notes can be used to include any special information regarding a practice and can be viewed by all users that have permission to access the Practice screen. Using the notes feature can help your team stay organized and up to date on the changes and updates regarding any practice.

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices. Or use the Search field to further drill down your search. 

  3. Select the Practice.

  4. Locate and click on the Notes tab from the right-side panel.

  5. Type your notes.

  6. Click Save.