Memos let you add important notes to a patient’s record so your team can quickly see information they need to know. You can create two types of memos, Alerts and Notifications, and customize where they appear throughout the patient record, including on the Appointment and Purchase screens.

• Alert: A long-term memo that appears in red by default. Alerts cannot be dismissed without navigating to the Memos tab. 
• Notification: A short-term memo that appears in yellow by default. Notifications can be dismissed from any screen they appear. 

Here’s how to add an alert or notification to a patient’s account: 

1. Navigate to the patient's record and to their Memos tab. 

2. Click the + icon to create a new memo.

3. Enter memo details: select the location(s) of the patient record where you would like to display the memo, enter the note, select a color and designate the memo as either an alert or notification. Click Save! 

The alert or notification will now display in the selected tab(s) of that patient's record:

Print a patient's memos by clicking the Print icon! 

 💡Pro tip: 

Memos aren’t limited to the patient record. You can also display them on the Appointment and Purchase screens. To display a memo in one of these locations, simply select Appointment or Transaction, respectively, when choosing where the memo should appear.