How do I create Visit Notes?

You can attach a note to a visit for future reference. Follow the steps below to enter a visit note.

  1. From the bottom of the Visit Details page, tap Add Note.

  2. Select the Note Type.

    • Text Note: Up to 1000 characters.

    • New Camera Image: Opens the phone's camera, allowing you to take a photo and add a description of up to 500 characters.

    • Image File: Opens the Search page to browse the phone for a file to attach.

    • Voice Note: Opens a recorder where you can record and save audio comments.

  3. Obtain and attach the Note, and then tap Save.

    Visit Details page showing Add Note options displayed above Add Note button

    From the Visit Details page

    • Tap the attached note to view it.

    • Tap the Edit icon to edit an attached note.

    • Tap the Delete icon to delete an attached note.