Add Sticky Notes

You can add sticky notes from a variety of places in axiUm including the Tools menu, the Patients module > Patient Card window, the Scheduler module, and the Transactions module.

To add a sticky note:

  1. Complete one of the following to display the Stickies window.
    1. Click the Tools menu and select Note.

    1. Open the Patients module and select a patient.

    2. From the toolbar, click the Patient Card () icon to display the Patient Card window.

    3. Click the Add Sticky Note () icon.

    1. Open the Transactions module and click the Notes tab.

    2. Click the Contact Notes () icon

    1. Open the Scheduler module.

    2. Click the Note/Stickies () icon.

  2. Enter the note contents.
  3. (Optional) Customize the note display options.

    1. Click the Options () icon to display the Note Options window.

    2. Complete the fields as necessary and click OK.
      3. Field Description

      On date

      Select the checkbox and a date that the note pops-up to display.

      When making Appointments

      Select the checkbox to make the note pop-up when a user schedules planned treatment.

      When scheduling planned Txs

      Select a level from the drop-down list to filter the results.

      At Patient Check In

      Select the checkbox to make the note pop-up when a user checks the patient in.

      At Patient Check Out

      Select the checkbox to make the note pop-up when a user checks the patient out.

      When Select Patient

      Select the checkbox to make the note pop-up when a user selects the patient.

      After date

      Select the date that the note is deactivated and no longer pops-up to display.
  4. Click the bottom-left corner of the Stickies window and drag the note to the applicable area.

    5. A Sticky Note numbered icon () displays in the area and indicates the number of notes present.

    Tip: When working in the Scheduler in Book mode, sticky notes can be attached to the selected clinic when in the Chair tab and attached to the selected book when in the Active tab. When working in Chair mode, sticky notes can be attached to the selected clinic, regardless of whether you are in the Chair or Active tab.