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How to Add a Note to Your Practice Calendar

The Schedule tab includes options for adding various items to your practice calendar, including new events, notes, and patient appointments. This article will explore how to add a new note item to your practice's Vision(X) calendar.

Schedule Additions Options

In the Schedule tab, look to the icons in the upper-right hand side of the screen to locate the "Add" (+) button. Select the desired type of addition you wish to create from the menu list:


Add Note Menu

The Add Note menu will appear. Enter values for the required fields (marked by blue asterisk), then add information as necessary in the Note field. When finished, click "Add Note":


Success!

You will receive a confirmation message that the Schedule Note has been saved, and the note is now visible on your practice calendar. Click on the note for options to edit (pencil icon) or delete (trash can icon) the item as needed: