Is there a way to add a pop up note to the entire family at once? Not in the account but in the Patient window. For example a family of six needs a note that applies to everyone but I do not want to add a team talk to each patient one at a time.
yes there is , you can go to Team-talk -> Team-talk setup
select patient in Database type
one/few patient ( hold Ctrl key on your keyboard and select all family members )
finish adding the note ( when , description and text )
these steps will add multiple identical team-talk entry to selected patients
Kind of a bummer that you cannot do it from the patient list with one click. A pain especially if family members have different last names with 6 patients in an account you have to remember exactly who needs to be attached to the note.
patients on same account will have consecutive ID numbers , so they should be together if you try these steps you can find them all together even if they have different last names