Notes is a great place to jot down information about the patient/family. To access:
- Click into
Patients or Customers in your Weave Desktop App
- Select a profile you want to make a note on
- Select
Notes on the bottom of the page
- Click on the
Plus button in the top right corner to add a new note
- Type your note in the box and select Save
These notes can be viewed by anyone in your office and can always be edited or deleted. For customers grouped as families, a note cannot be added for individuals - any notes added will reflect under each family member no matter which contact the note is added under.
Tip: Use notes to capture general information that doesn't need to live in your practice management software to help your team provide better customer service. For example, you could make a note about a person's preferences for conversation, hobbies, or interests which can then enable you to provide a more personalized experience for them next time the come in!