Pop Up Notes

See also: Alerts, Notes and Messaging in EXACT | Creating a Pop Up Note

Pop Up notes enable practitioners to communicate with other members of the team regarding patients.

To enable Pop-up Notes

Notes can be made to pop up by checking the Pop-up Note checkbox in either the Add Patient Note or Edit Patient Note windows.

The Pop-up Options can then be defined as shown below.

Pop-up Note Options

Pop up the note when any practitioner or a particular security group of practitioners does any or all of the following:

• Opens the patient file.
• Takes a payment from the patient.
• "Arrives" the patient in the practice.
• Books an appointment for the patient.

These pop-up options can be specified as date-dependant:

• Only after a particular date.
• Only until a particular date.
• Only between two dates.

See also: Creating a Pop Up Note