To Edit a Patient's Waiting Room Notes

  1. In the Waiting Room, locate the patient you want to record temporary notes for.
  2. Double-click on the Notes field for the patient. The Patient Notes window appears.

    • Create either a temporary note (once the patient is removed from the Waiting Room, the note is deleted) or a permanent note (by ticking the Edit Permanent Notes check box, after which the temporary note is added to the patient's permanent notes with a date stamp).
    • Note: Waiting Room notes can also be entered via the Notes tab of a patient's record, in a similar fashion to recording Appointment Notes for them.