[{"data":1,"prerenderedAt":653},["ShallowReactive",2],{"navigation_docs_en":3,"-en-calendar-notes-and-patient-notes":346,"-en-calendar-notes-and-patient-notes-surround":648},[4,46,60,94,128,154,176,198,236,250,284,298,336],{"title":5,"path":6,"stem":7,"children":8},"Calendar","\u002Fen\u002Fcalendar","en\u002F1.calendar\u002Findex",[9,10,14,18,22,26,30,34,38,42],{"title":5,"path":6,"stem":7},{"title":11,"path":12,"stem":13},"Calendar Overview","\u002Fen\u002Fcalendar\u002Foverview","en\u002F1.calendar\u002F1.overview",{"title":15,"path":16,"stem":17},"Create and Manage Appointments","\u002Fen\u002Fcalendar\u002Fcreate-appointment","en\u002F1.calendar\u002F2.create-appointment",{"title":19,"path":20,"stem":21},"Doctors Time Slots","\u002Fen\u002Fcalendar\u002Fcreate-time-slot","en\u002F1.calendar\u002F3.create-time-slot",{"title":23,"path":24,"stem":25},"Find Available Appointment 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Settings","\u002Fen\u002Fsettings\u002Ftemplates","en\u002F12.settings\u002F5.templates",{"title":121,"path":122,"stem":123},"User Profiles","\u002Fen\u002Fsettings\u002Fuser-profiles","en\u002F12.settings\u002F6.user-profiles",{"title":125,"path":126,"stem":127},"Clinic Access Rules","\u002Fen\u002Fsettings\u002Faccess-rules","en\u002F12.settings\u002F7.access-rules",{"title":129,"path":130,"stem":131,"children":132},"Account & Security","\u002Fen\u002Faccount-and-security","en\u002F13.account-and-security\u002Findex",[133,134,138,142,146,150],{"title":129,"path":130,"stem":131},{"title":135,"path":136,"stem":137},"Sign in to Dentaltap","\u002Fen\u002Faccount-and-security\u002Fsigning-in","en\u002F13.account-and-security\u002F1.signing-in",{"title":139,"path":140,"stem":141},"Reset your password","\u002Fen\u002Faccount-and-security\u002Fresetting-your-password","en\u002F13.account-and-security\u002F2.resetting-your-password",{"title":143,"path":144,"stem":145},"Two-step verification","\u002Fen\u002Faccount-and-security\u002Ftwo-step-verification","en\u002F13.account-and-security\u002F3.two-step-verification",{"title":147,"path":148,"stem":149},"Roles and permissions","\u002Fen\u002Faccount-and-security\u002Froles-and-permissions","en\u002F13.account-and-security\u002F4.roles-and-permissions",{"title":151,"path":152,"stem":153},"Manage clinic users","\u002Fen\u002Faccount-and-security\u002Fmanage-clinic-users","en\u002F13.account-and-security\u002F5.manage-clinic-users",{"title":155,"path":156,"stem":157,"children":158},"Patients Management","\u002Fen\u002Fpatients-management","en\u002F2.patients-management\u002Findex",[159,160,164,168,172],{"title":155,"path":156,"stem":157},{"title":161,"path":162,"stem":163},"Patients Management Overview","\u002Fen\u002Fpatients-management\u002Foverview","en\u002F2.patients-management\u002F1.overview",{"title":165,"path":166,"stem":167},"Create Patient","\u002Fen\u002Fpatients-management\u002Fcreate-patient","en\u002F2.patients-management\u002F2.create-patient",{"title":169,"path":170,"stem":171},"Find Patients","\u002Fen\u002Fpatients-management\u002Ffind-patients","en\u002F2.patients-management\u002F3.find-patients",{"title":173,"path":174,"stem":175},"Patient Profile","\u002Fen\u002Fpatients-management\u002Fpatient-profile-overview","en\u002F2.patients-management\u002F4.patient-profile-overview",{"title":177,"path":178,"stem":179,"children":180},"Medical Profile","\u002Fen\u002Fmedical-profile","en\u002F3.medical-profile\u002Findex",[181,182,186,190,194],{"title":177,"path":178,"stem":179},{"title":183,"path":184,"stem":185},"Medical 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Chart","\u002Fen\u002Ftreatment-history\u002Fperio-chart","en\u002F4.treatment-history\u002F7.perio-chart",{"title":233,"path":234,"stem":235},"Customize the Clinical History","\u002Fen\u002Ftreatment-history\u002Fcustomize-history","en\u002F4.treatment-history\u002F8.customize-history",{"title":237,"path":238,"stem":239,"children":240},"Treatment Plans","\u002Fen\u002Ftreatment-plans","en\u002F5.treatment-plans\u002Findex",[241,242,246],{"title":237,"path":238,"stem":239},{"title":243,"path":244,"stem":245},"Treatment Plans Overview","\u002Fen\u002Ftreatment-plans\u002Foverview","en\u002F5.treatment-plans\u002F1.overview",{"title":247,"path":248,"stem":249},"Send & Print","\u002Fen\u002Ftreatment-plans\u002Fsend-and-print","en\u002F5.treatment-plans\u002F2.send-and-print",{"title":251,"path":252,"stem":253,"children":254},"Invoices & Payments","\u002Fen\u002Finvoices-and-payments","en\u002F6.invoices-and-payments\u002Findex",[255,256,260,264,268,272,276,280],{"title":251,"path":252,"stem":253},{"title":257,"path":258,"stem":259},"Invoices Overview","\u002Fen\u002Finvoices-and-payments\u002Finvoices-overview","en\u002F6.invoices-and-payments\u002F1.invoices-overview",{"title":261,"path":262,"stem":263},"Create and Edit an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fcreate-and-edit-invoice","en\u002F6.invoices-and-payments\u002F2.create-and-edit-invoice",{"title":265,"path":266,"stem":267},"Payments and Refunds","\u002Fen\u002Finvoices-and-payments\u002Fpayments-and-refunds","en\u002F6.invoices-and-payments\u002F3.payments-and-refunds",{"title":269,"path":270,"stem":271},"Credit and Debit Notes","\u002Fen\u002Finvoices-and-payments\u002Fcredit-and-debit-notes","en\u002F6.invoices-and-payments\u002F4.credit-and-debit-notes",{"title":273,"path":274,"stem":275},"Installment Plans","\u002Fen\u002Finvoices-and-payments\u002Finstallment-plans","en\u002F6.invoices-and-payments\u002F5.installment-plans",{"title":277,"path":278,"stem":279},"Attach a Document to an Invoice","\u002Fen\u002Finvoices-and-payments\u002Fattach-document-to-invoice","en\u002F6.invoices-and-payments\u002F6.attach-document-to-invoice",{"title":281,"path":282,"stem":283},"Patient Discounts","\u002Fen\u002Finvoices-and-payments\u002Fdiscounts","en\u002F6.invoices-and-payments\u002F7.discounts",{"title":285,"path":286,"stem":287,"children":288},"Follow Ups","\u002Fen\u002Ffollow-ups","en\u002F7.follow-ups\u002Findex",[289,290,294],{"title":285,"path":286,"stem":287},{"title":291,"path":292,"stem":293},"Book Next Visit","\u002Fen\u002Ffollow-ups\u002Fbook-next-visit","en\u002F7.follow-ups\u002F1.book-next-visit",{"title":295,"path":296,"stem":297},"Queue Follow Up","\u002Fen\u002Ffollow-ups\u002Fqueue-follow-up","en\u002F7.follow-ups\u002F2.queue-follow-up",{"title":299,"path":300,"stem":301,"children":302},"Inventory","\u002Fen\u002Finventory","en\u002F8.inventory\u002Findex",[303,304,308,312,316,320,324,328,332],{"title":299,"path":300,"stem":301},{"title":305,"path":306,"stem":307},"Inventory Overview","\u002Fen\u002Finventory\u002Foverview","en\u002F8.inventory\u002F1.overview",{"title":309,"path":310,"stem":311},"Inventory Products","\u002Fen\u002Finventory\u002Fproducts","en\u002F8.inventory\u002F2.products",{"title":313,"path":314,"stem":315},"Inventory Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":39,"body":348,"dateModified":641,"datePublished":641,"description":642,"extension":643,"image":641,"links":641,"meta":644,"navigation":645,"path":40,"seo":646,"stem":41,"__hash__":647},"docs_en\u002Fen\u002F1.calendar\u002F8.notes-and-patient-notes.md",{"type":349,"value":350,"toc":625},"minimark",[351,355,360,363,368,392,399,408,412,415,430,436,439,443,446,463,469,473,495,498,502,509,513,520,538,545,549,552,569,572,576],[352,353,354],"p",{},"Choose the note type that matches where the information belongs.",[356,357,359],"h2",{"id":358},"calendar-note","Calendar note",[352,361,362],{},"A calendar note is a scheduled entry without a patient. Use it for internal planning, blocked time, or a reminder that belongs on the schedule but is not a patient visit.",[364,365,367],"h3",{"id":366},"create-a-calendar-note","Create a calendar note",[369,370,371,375,378,381,384],"ol",{},[372,373,374],"li",{},"Click an empty time cell on the calendar.",[372,376,377],{},"Leave the patient field empty.",[372,379,380],{},"Select the date, time, room, provider, and group or reason if needed.",[372,382,383],{},"Add the internal scheduling note.",[372,385,386,387,391],{},"Click ",[388,389,390],"strong",{},"Create Visit",".",[352,393,394,395,398],{},"The entry appears on the calendar and is labeled ",[388,396,397],{},"Note"," when you open its details. It can be edited or deleted like other calendar entries, subject to your permissions.",[400,401,402],"blockquote",{},[352,403,404,407],{},[388,405,406],{},"Important:"," A calendar note is not part of a patient's medical history. Do not use it for treatment details or clinical findings.",[356,409,411],{"id":410},"appointment-note","Appointment note",[352,413,414],{},"An appointment note is internal information attached to a specific visit. Use it for scheduling and operational context, such as:",[416,417,418,421,424,427],"ul",{},[372,419,420],{},"preparation instructions;",[372,422,423],{},"communication with the front desk;",[372,425,426],{},"insurance or payment reminders;",[372,428,429],{},"information the team should know before the visit.",[352,431,432,433,435],{},"Add it in the ",[388,434,397],{}," field when creating or editing a visit. You can also add comments from visit details or the appointment summary.",[352,437,438],{},"Appointment notes stay with the visit, but they are not part of the patient's clinical record.",[356,440,442],{"id":441},"clinical-patient-note","Clinical patient note",[352,444,445],{},"A clinical note belongs in the patient's medical history. Use it for information such as:",[416,447,448,451,454,457,460],{},[372,449,450],{},"symptoms and findings;",[372,452,453],{},"treatment notes;",[372,455,456],{},"patient communication relevant to care;",[372,458,459],{},"clinical observations;",[372,461,462],{},"documents or files related to the note.",[352,464,465,466,468],{},"Clinical notes are created from the patient's profile in the ",[388,467,217],{}," area, not from the calendar's Create Visit form.",[364,470,472],{"id":471},"create-a-clinical-note-for-a-visit","Create a clinical note for a visit",[369,474,475,478,481,486,489,492],{},[372,476,477],{},"Open the patient profile.",[372,479,480],{},"Open the patient's history or the relevant visit summary.",[372,482,483,484,391],{},"Open ",[388,485,217],{},[372,487,488],{},"Enter the note text.",[372,490,491],{},"Add files if needed.",[372,493,494],{},"Save the note.",[352,496,497],{},"When a visit is selected while you create the note, the note is linked to that appointment and appears with the visit in the patient's history.",[364,499,501],{"id":500},"create-a-patient-level-clinical-note","Create a patient-level clinical note",[352,503,504,505,508],{},"Follow the same steps with ",[388,506,507],{},"All History"," selected. The note stays attached to the patient without being tied to one appointment.",[356,510,512],{"id":511},"clinical-exams","Clinical exams",[352,514,515,516,519],{},"Use ",[388,517,518],{},"Add Exam"," in the Clinical Notes area when you need a structured examination form.",[369,521,522,525,529,532,535],{},[372,523,524],{},"Open the patient's Clinical Notes area.",[372,526,386,527,391],{},[388,528,518],{},[372,530,531],{},"Choose the configured exam template.",[372,533,534],{},"Complete the questions, selections, comments, and tooth information when available.",[372,536,537],{},"Save the exam.",[352,539,540,541,544],{},"Depending on the template, an exam may include structured findings, tooth selections, and other clinical fields. You can later open ",[388,542,543],{},"Edit Exam",", print the exam, or delete it when permitted.",[356,546,548],{"id":547},"edit-pin-lock-or-delete-notes","Edit, pin, lock, or delete notes",[352,550,551],{},"Depending on your role, you may be able to:",[416,553,554,557,560,563,566],{},[372,555,556],{},"edit a note;",[372,558,559],{},"attach or remove files;",[372,561,562],{},"pin an important note;",[372,564,565],{},"lock a note to prevent further changes;",[372,567,568],{},"delete a note.",[352,570,571],{},"If an action is not visible or is disabled, your clinic administrator may need to update your permissions.",[356,573,575],{"id":574},"which-note-should-i-use","Which note should I use?",[577,578,579,592],"table",{},[580,581,582],"thead",{},[583,584,585,589],"tr",{},[586,587,588],"th",{},"If you need to…",[586,590,591],{},"Use…",[593,594,595,603,610,617],"tbody",{},[583,596,597,601],{},[598,599,600],"td",{},"Block time or add a non-patient item to the calendar",[598,602,359],{},[583,604,605,608],{},[598,606,607],{},"Share scheduling context about a visit",[598,609,411],{},[583,611,612,615],{},[598,613,614],{},"Record information about the patient's care",[598,616,442],{},[583,618,619,622],{},[598,620,621],{},"Complete a structured examination",[598,623,624],{},"Clinical exam",{"title":626,"searchDepth":627,"depth":627,"links":628},"",2,[629,633,634,638,639,640],{"id":358,"depth":627,"text":359,"children":630},[631],{"id":366,"depth":632,"text":367},3,{"id":410,"depth":627,"text":411},{"id":441,"depth":627,"text":442,"children":635},[636,637],{"id":471,"depth":632,"text":472},{"id":500,"depth":632,"text":501},{"id":511,"depth":627,"text":512},{"id":547,"depth":627,"text":548},{"id":574,"depth":627,"text":575},null,"Use a calendar note for schedule-only information. Use patient clinical notes in the patient profile.","md",{},true,{"title":39,"description":642},"ZaS64100PSZVQ_tPewPSgxQQGvGeQrw2xq3c65QjWpU",[649,651],{"title":35,"path":36,"stem":37,"description":650,"children":-1},"Move through the schedule, change the layout, filter what you see, and print the result.",{"title":43,"path":44,"stem":45,"description":652,"children":-1},"Resolve common calendar issues related to access, availability, and saved changes.",1784381104004]