Help center

crossuite.com

Creating, modifying, and deleting daynotes

Click on your name at the top of the day where you want to place a daynote and click [Create Daynote].

Creating a daynote

Click on your name at the top of the day where you want to place a daynote and click [Create Daynote].

In the daynote bubble, fill in the desired information and click [Create Daynote] at the bottom. If the daynote relates to a patient, link it by searching for the patient or choosing the pinned patient. If the daynote is a message for that day, type the message as a title instead of linking a patient.
If you want the daynote to repeat, use the repetition symbol .

The daynote will then appear at the top of the calendar. By clicking on it, you can open it.

Modifying a daynote

Click on the day note and click the edit button at the top.

For example, if you want to make a separate note for yourself, you unlink the linked patient via the dustbin-icon.

In the [Title] field, enter the note for yourself. If you want the daynote to be in a different color, select the desired color under [Appointment Type]. Finally, click the green [Save] button at the bottom.

The daynote is now updated.

Deleting a daynote

You delete a daynote by clicking on it and then clicking on the dustbin-icon.

Did this answer your question?
😞
😐
😁