Add / Find Practice Notes

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.

Follow the steps below to add, view or edit notes for a 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. Click the Notes tab from the side panel. 

  5. Add, edit or view any notes for this practice.

  6. Click Save.