We are using the amelia plugin and like it a lot, but we have come across an issue, when we have booked our patients and we want to add a note to the patient. We have the "Current bookings" up and use the Edit button to add the note, but the note will then not go to the Customers card... it will be only for that booking, and there is no fast way to find these notes when searching for the Customer. What can we do?
Unfortunately, there is currently no such option with Amelia's built-in features. There is an option to add the internal note to the appointment, but only for that appointment.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
I hope it helps. If you have any other questions, feel free to open a new ticket and we will gladly help you there.
We are using the amelia plugin and like it a lot, but we have come across an issue, when we have booked our patients and we want to add a note to the patient. We have the "Current bookings" up and use the Edit button to add the note, but the note will then not go to the Customers card... it will be only for that booking, and there is no fast way to find these notes when searching for the Customer. What can we do?
Hello Tomas,
Thanks for reaching out to us.
Unfortunately, there is currently no such option with Amelia's built-in features. There is an option to add the internal note to the appointment, but only for that appointment.
Please feel free to search through our feature suggestion page, to see if someone may have already suggested this feature. If you can't see it, feel free to add your suggestion there, and as more people vote, the feature will move higher on the priority list.
You can certainly follow our changeLog page if you'd like, where we state any changes/new features/bug fixes during updates and our newsletter, so you're informed about new features, bug fixes, freebies, etc.
I hope it helps. If you have any other questions, feel free to open a new ticket and we will gladly help you there.
Kind Regards,
Stefan Petrov
[email protected]
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