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:

  1. Within the Client Summary Page verify the correct pet and preventative care plan display.
  2. Select the NOTES tab.
  3. Click the Add Note link to display a Create Note dialog box.
  4. In the Note area, type information about which staff should be aware for this plan.
  5. 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.