Linking journal entries to appointments

Appointments 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 appointment

1. Open the Journal tab of the appropriate patient.

2. Right-click the journal entry for the appropriate appointment. 
3. Select Create linked journal entry.
4. In the Patient journal entry dialog box, use the drop-down menu to select a journal entry type. 

5. In the text box, enter the desired notes, using text snippets as needed.

Viewing Linked and Unlinked journal entries

1. Open the Journal tab of the appropriate patient.

2. Right-click the journal entry for the appropriate appointment. 
3. Select Link journal entries.

5. In the Journal entries dialog box, you will see 2 tabs, Linked and Unlinked. 

a. Linked will display the journal entries that are currently linked to the selected appointment.

b. Unlinked will display the journal entries that are available to link to the appointment. 

Linking existing journal entries to an appointment

1. In the Journal entry dialog box, click the Unlinked tab. This tab will display journal entries that are available to link to the appointment. 
2. Select any journal entries that you wish to link to the appointment, and click the LINK button at the bottom of the dialog box. Then, the journal entries will move from the Unlinked tab to the Linked tab.

Unlinking journal entries from an appointment

1. In the Journal entry dialog box, click the Linked tab. This tab will display journal entries that are currently linked to the appointment. 
2. Select any journal entries that you wish to unlink from the appointment, and click the UNLINK button at the bottom of the dialog box. Then, the journal entries will move from the Linked tab to the Unlinked tab.