Confidential Comments

Confidential comments may be added or viewed in several different ways(as long as the user has been given permission to ADD VISITS under the permissions area):

1. From within a person’s profile information.
2. From the My Comments menu.

Enter confidential comments

To enter confidential comments, from an individual’s record do the following:

1. Type in the last name of the individual in the search box.
2. Select the appropriate family from the results box.
3. Tap or click on the individuals name from the family members list.
4. Tap or click on the Comments tab.

5. Tap or click on the ADD COMMENT button.
6. Enter the Date of the comment.
7. Enter the Comments.
8. Tap or click on the check mark to save this information.

To enter confidential comments from My Comments, do the following:

1. Click or tap on the My Comments menu on the left.
2. You are now on the Add Comment window.
3. Enter the last name of the person you have visited. Choose the appropriate person from the list.
4. Enter the Date of the comment.
5. Enter the Comments.
6. Click or tap the SAVE button to save this information.

Look up confidential notes entered

To view the comments previously entered, do the following:

1. Click or tap on the My Comments menu on the left.
2. A list of the people who have comments that you’ve entered are listed on the left side.
3. If you need to filter that list of people, tap or click on the SHOW FILTER button. Enter the first few characters of the name to reduce the list.
4. Tap on the specific person’s name.
5. Their confidential comments will be displayed.

View confidential comments for a specific person To view comments from an individual’s record do the following:

1. Type in the last name of the individual in the search box.
2. Select the appropriate family from the results box.
3. Tap or click on the individuals name from the family members list.
4. Tap or click on the Comments tab.
5. Their comments will be displayed.