Notes is a great place to add a quick note about the patient/family. To access:
1. Click into Patients or Customers in your Weave Desktop App
2. Select a profile you want to make a note on
3. Select Notes
4. Click on the Plus button in the top right corner to add a new note.
These notes can be viewed by anyone in your office, and can always be edited or deleted.
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!