Reminder/notes section not saving

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  • Updated 1 year ago
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Hi,

 When adding information into the REMINDER/NOTES tab I find it does not update? How do i get around this problem? We are continually adding day notes and finding the podiatrist sometimes does not get the message. Logging in and out fixes the issues at times?
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Tess Beddome

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Posted 1 year ago

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Andrew, Community Manager

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Hi Tess

The Reminders / Day Notes should update for all users within seconds of the user clicking out of the field. It is important that you click out of the field because this is what triggers the save process. 
 
Please note this field is designed for more intermittent note taking and not as a means of instant messaging between users, which is the purpose of the Front Desk Messenger. If you use the Reminders / Day Notes heavily, with users regularly updating these fields at the same time, it's possible for another user to overwrite your changes with their own.

If this doesn't seem to be the case in your practice, please feel free to open a support case on our website for further assistance: https://www.smartsoft.com.au/support