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Appointments Evens can have journal entries linked to them, and event types can be configured to require linked journal entries.
Creating a journal entry linked to an
appointmentevent
Open the Journal tab of the appropriate patient.
- Right-click the journal entry for the appropriate appointmentevent.
- Select Create linked journal entry.
- In the Patient journal entry dialog box, use the drop-down menu to select a journal entry type.
In the text box, enter the desired notes, using text snippets as needed.
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The red lock icon indicates a completed appointment event that is missing a required linked journal entry. |
Viewing
Linkedlinked and
Unlinkedunlinked journal entries
Open the Journal tab of the appropriate patient.
- Right-click the journal entry for the appropriate appointmentevent.
- Select Link journal entries.
5. In the Journal entries dialog box, you will see 2 two tabs, Linked and Unlinked.
a. Linked will display the journal entries that are currently linked to the selected appointmentevent.
b. Unlinked will display the journal entries that are available to link to the appointmentevent.
Linking existing journal entries to an
appointmentevent
- In the Journal entry dialog box, click the Unlinked tab. This tab will display journal entries that are available to link to the appointmentevent.
- Select any journal entries that you wish to link to the appointmentevent, and click the
button at the bottom of the dialog box. Then, the journal entries will move from the Unlinked tab to the Linked tab.Status title Link
Unlinking journal entries from an
appointmentevent
- In the Journal entry dialog box, click the Linked tab. This tab will display journal entries that are currently linked to the appointmentevent.
- Select any journal entries that you wish to unlink from the appointmentevent, and click the
button at the bottom of the dialog box. Then, the journal entries will move from the Linked tab to the Unlinked tab.Status title UNLINK
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