Fullscript: Link a Recommendation to a Note

When you create a recommendation in Fullscript, you can create a note for it in PracticeQ, or link it to an existing note.

IMPORTANT:
  • When linking a recommendation to a note, always open the note from the client timeline or from Lists → Notes. 
  • Do not open the note from the client's appointment dialog on the calendar. This pop-up view does not support Fullscript's full functionality.
  1. Open the client's profile.
  2. Click the Fullscript tab.
  3. Locate the existing recommendation.
  4. Click Actions → Link to Note.
  5. Select New Note to add the treatment plan to a new note, or select Existing Note to link the recommendation to an existing note in PracticeQ. 

  6. Select the desired note from the dropdown menu.
  7. You will receive a confirmation that the recommendation has been linked.

Don't hesitate to email us at hello@intakeq.com if you need assistance!

You can also contact Fullscript support here if you need direct help from them.