Learn about taking Participant Notes within an Appointment
To begin recording a Participant Note(s), simply open an Appointment and then click the Notes button at the bottom of the screen to bring up the dialogue box. Once selected, you can create a new note by selecting the + button in the top right corner of the screen, as shown below.
Once a new Participant Note has been created, you will be prompted to populate a number of customisable fields.
To learn more information about customising your Participant Note fields, click here.
In order to open the text input box, select the arrow on the far right hand side of the screen, as shown below.
This will open up the text input box for custom Note(s), as shown below.
If you do not select a Participant(s), Maica will create a Note for each Participant(s) allocated to the Appointment.
Once you have create a Participant Note(s), additional actions will become available. These actions are detailed below.
To begin attaching a file, simply click the Files button at the top right corner of the Participant Note to bring up the dialogue box. Once selected, you can attach files to the Note. This includes the ability to take a photo, attach a PDF file, or upload any other allowed file type. On a mobile device, this will also feature the option to take a photo while uploading the file.
To begin managing tasks for your Participant Note(s), simply click the Manage Tasks button at the top right corner of the Participant Note to bring up the dialogue box. Once selected, you can create a new task by selecting the + button in the top right corner of the screen.
Once a new Participant Note Task has been created, you will be prompted to populate a number of customisable fields, including assigning your task to the required personnel.
You can assign a task to any other Maica user within your organisation.
Similar to recording a new Participant Note, you can open the text input box by clicking the arrow on the far right hand side of the screen, as shown below.
This will allow you to add custom comments to your task, as shown below.
