You can see any procedure notes that were taken as part of a client’s procedures inside the client’s Cosmetic Timeline. These are any notes the provider or front office took about the patient during the procedure.
To add, edit or delete a procedure’s notes:
- Click Clients tab
- Click on a patient.
- Scroll down the procedure, for which you want to view/add/edit/delete any procedure notes.
- Click on View Notes or add note.
- Add a new note or edit/delete previous notes.
- Click SAVE.