The NOTES tab can be used by managers and administrators to enter additional details regarding a plan.
For example, a note may be added to track why a plan was changed or set to not renew or to explain a payment. If a note is entered when adding, changing or canceling a plan, it will display in this tab as well.
To add a note:
- Within the Client Summary Page verify the correct pet and preventative care plan display.
- Select the NOTES tab.
- Click the Add Note link to display a Create Note dialog box.
- In the Note area, type information about which staff should be aware for this plan.
- Click the Save Changes button to save the information and exit the dialog box. The note, user name of the staff member currently logged in, and entry date display.