On the consultation page, you can add internal notes that are shown on the treatment sheet digital whiteboard. This function is available with premium digital whiteboard plans. Note that the notes can only be viewed and not edited on the digital whiteboard.

1. Scroll to the Treatment overview section on the consultation page. If no note has been added before, the + Add digital whiteboard internal note link is shown at the bottom of the section. If a note has been added before, the note is shown in the Internal note (Digital Whiteboard) field. 
2. Add or edit a note:
   • To add a new note, select the + Add digital whiteboard internal note link.
   • To edit or remove a note, select the pen button at the end of the Internal note (Digital Whiteboard) field. 
3. Type your note in the field. To remove an existing note, simply delete the note text from the field.
4. Select the checkmark button at the end of the field to save your changes.

To view the note edit history, select the Last edit link below the field.

The last saved note is shown on the treatment sheet digital whiteboard.

Patient list view:

Single patient view:

See Also

Set Up a Treatment Sheet Screen

Updated 04 June 2024 04:56