Viewing/Editing a Daily Note

To view a daily note, click on Daily Notes under Tools.

This action will open the Notes page.

To limit or expand the number of notes on display, go to Limit in the upper left portion of the page. Select an option from the dropdown menu.

Click on the icon next to the daily note you would like to view. Choose the View/Edit option.

This option will prompt an Edit Recurring Note pop-up box where you can view or edit the note.

Removing a Daily Note

To remove a daily note, click on Daily Notes under Tools.

This action will open the Notes page. Click on the icon next to the daily note you would like to remove.

Choose the Delete option.

This action will prompt a pop-up box asking whether you’re sure you would like to permanently delete the note. Click on the button to confirm.

Video Tutorial: View/Edit/Delete Daily Note

How do I view, edit, delete or export a note in Physician Scheduling: A short video of viewing, editing, deleting, and exporting notes

Video Tutorial: Search Daily Notes

How do I search notes in Physician Scheduling: A short video of searching notes