Run a Grid Notes report to obtain a list of the notes that have been applied to certain dates in your Scheduler.
Home ribbon bar > Reporting > Appointment > Grid Notes> Run. (You can also search for the report you want to work with.)
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
Add, edit, review grid notes - You can add, edit, and delete notes about your schedule. The notes appear under the day of the week header at the top of your schedule. You can choose to show the notes at all times, or collapse them into a ToolTip. In addition, you can use the Search tool at the top of your Scheduler window to search for both appointment data and note text for the currently visible grid. See "View & Navigate Your Schedule" for details.
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