Notes are used to send yourself and your staff messages and reminders. Notes are accessed via the right-hand toolbar displayed with the Appointment Book.
-
Public notes are displayed with a yellow background
-
Private notes are displayed with a pink background.
![](drex_Notes_custom.png)
Private notes are only displayed on the day they are created or set to display using the
Note Date. To see a previous days notes (that have not been deleted) click on that day in the
Appointment Book and change the display to
Day View.
A pop-up message is displayed in the bottom right-hand corner of your Bp Allied screen
![1](drex_bullet_1.png) Viewing and Deleting a Note
To view the contents of a note
Click the ![](drex_Notes_custom_3.png) three dots to the right of the note
The Note Editor form will display
To delete the note either:
Click ![](drex_Notes_custom_4.png)
The Confirm Delete form displays
Click OK to Confirm Delete
OR
Select the row
Press delete on your keyboard
The Confirm Delete form displays
Click OK to Confirm Delete
|
![2](drex_bullet_2.png) Current Notes
This area shows the current list of notes.
|
![3](drex_bullet_3.png) New note... button
A new note is created by clicking the New Note button
|