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:

  1. Click Clients tab
  2. Click on a patient.
  3. Scroll down the procedure, for which you want to view/add/edit/delete any procedure notes.
  4. Click on View Notes or add note.
  5. Add a new note or edit/delete previous notes.
  6. Click SAVE.

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