Using NOTES in the Short Notice Lists

See also: Alerts, Notes and Messaging in EXACT

(Applies to both the Short Notice List Screen and Tab)

As you create an appointment, a popup window asks if it should be added to the Short Notice List. You have the option to

• Specify no-booking periods when the patient will not be available for appointment gap offers

  See Patient no-booking periods for Short Notice List

• Add a Note to the Short Notice List before clicking the Yes button. This enables you to click a note icon in the Short Notice List window to open, view and edit the Note.

To add a Note to the Short Notice List

From this Short Notice List popup,

1. Select a colour-code (the meaning of the blue-red-green coding is for the Practice to decide).
2. Type any textual information, and then click the Include button:

   

   The appointment is then added to the Short Notice List, and you will see the colour code icon displayed:

   

3. Hover your mouse cursor over it to read the Note.

To view a Note in the Short Notice List

Hover your cursor over the Note icon to see a tooltip of the text message:

To edit a Note in the Short Notice List

Click the note icon.

The screen that displays is almost the same as the creation screen.

Notes are also in popup tooltips:

The Note is also visible in popup tooltips, where the same functionality applies - mouseover to view the Note and double-click to edit it.