Pre-filled notes

Record your notes before an appointment to pre-fill detail you already know and have more time available for your patient.

When a pre-filled note is recorded as draft the appointment will stay in your list ready for processing when you see your patient. The appointment will turn red to remind you that you have pre-filled the note.

You can open and edit an appointment as many times as you like before you see the patient and the appointment will remain in your list.

When it comes to the appointment time just tap the patient’s name as usual and then tap the note you see at the top of the list to do any updates to the note before you save it. Once you save your note after the appointment has started the appointment will be removed from the list as normal.

If you attempt to save a note as final before you have seen the patient Instinctive Notes will warn you that the appointment is in the future and saving as final will remove the appointment from the list. You can still use the Recent Notes list to find and edit the note but there will be no appointment in your list to remind you that you are seeing a patient and that you may need to update your note.