This article will guide you on transferring notes and diagrams to a client's current appointment
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Duplicating notes and diagrams
Duplicating notes and diagrams
1. Log in to your Moxie Suite account using this link.
2. Ensure you are on the default Schedule page, then click on the desired appointment card.
3. On the appointment details page, click on the Appt history tab.
4. On the Appt history tab, navigate to the notes and/or diagram section, then click on the ellipses ( ... ) and select Duplicate to current appointment.
Notes
Diagram
5. A pop-up will appear asking you to confirm you wish to proceed with the duplication. Click Yes, duplicate to proceed. An identical copy of the notes or diagram, including any markup, will be added to the current appointment.
Notes
Diagram
6. To view the duplicate note and/or diagram Navigate to the Chart tab on the appointment page.
7. All duplicate notes and diagrams will be appear here.
💡 Tip - it is possible to duplicate multiple notes and diagrams from previous appointments. They will all appear on the Chart tab.
Watch the video below on duplicating previous notes and diagrams.