Looking Up Formulas/Visit Notes

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select View/Edit Formulas.

The client's formulas and visit notes display.

4. Complete the following as necessary:

• Print the formulas/visit notes

  1. Click Print.

  A print preview displays.

  2. Click the Print button on the toolbar.

  The Print window displays.

  3. Select a printer.

  4. Click Print.

   

• Enter a new formula/visit note

  1. Click New.

  2. In the Last Used field, select the date of the appointment.

  3. In the Type field, select the type of formula/visit note that you are entering.

  4. In the Employee field, select the employee that performed the service.

  5. In the Formula/Visit Note field, enter the details that you want to record.

  6. Click Save.

   

• Edit a formula/visit note

  1. Select the formula/visit note in the Existing Formulas section.

  2. Click Edit.

  3. Edit the formula/visit note.

  4. Click Save.

   

• Delete a formula/visit note

  1. Select the formula/visit note in the Existing Formulas section.

  2. Click Delete.

  3. Click Yes.

   

related links

Defining a Formula/Note Type

Looking Up Purchase History