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sdansby24
Canine II

Team talk/Pop up notes for family

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.

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4 Replies
Moderator
Moderator

Re: Team talk/Pop up notes for family

Hey Susan 
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 ) 
click Save 

these steps will add multiple identical team-talk entry to selected patients 

sdansby24
Canine II

Re: Team talk/Pop up notes for family

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.

Moderator
Moderator

Re: Team talk/Pop up notes for family

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 

CS Dental Employee
CS Dental Employee

Re: Team talk/Pop up notes for family

Agree, but Ayman provided a great workaround 

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