Managing Notes

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. 
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.
 
Managing Notes
 
A pop-up message is displayed in the bottom right-hand corner of your Bp Allied screen
 
1

Viewing and Deleting a Note

1. Viewing and Deleting a Note
 
To view the contents of a note
Click the three dots to the right of the note
The Note Editor form will display
 
To delete the note either:
Click 
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

Current Notes

2. Current Notes
This area shows the current list of notes. 
3

New note... button

3. New note... button
 
A new note is created by clicking the New Note button