How do I add a note with questions or concerns to review with my provider at an appointment?

Modified on: Tue, 21 Nov 2023 11:33 AM

For individual appointments, you can prepare for upcoming visits or document visit information by capturing appointment-related questions or notes.


You can add and edit notes in the appointment details page at any time before your appointment.


Note


Open Appointment

In the Homepage, locate the name of the provider and the appointment date.


Homepage Appointments


Add Note

In the My Notes section, click the Add Note button.


Add Note button in the appointment details page


Type the content for your note in the text field [1]. 


When you are finished, click the Save link [2].


Page for writing a note to your provider


View Note

View your note in the appointment details page. 


To edit your note at any time before your appointment, click the My Notes section.


Appointment details page with populated note in My Notes section


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