RunLoyal Support
Created Dec 05, 2023Standardizing Feeding and Medication notes using Dynamic Notes
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Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.
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Preparation: How to set up Dynamic notes in Settings
3 Steps
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Creating a Dynamic Note:
9 Steps
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Using Dynamic Notes with Run card for an Appointment
10 Steps
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Viewing Dynamic Notes
1 Step
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Now, you'll see the full run card with the dynamic notes you added for Feeding and Medication.

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Using Dynamic Notes in an Invoice
6 Steps
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After creating and setting up dynamic notes for an invoice (refer to previous instructions for creating dynamic notes), navigate to the invoice history menu.

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Search for the specific invoice you want to add notes to.Click on the desired invoice to open it.

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Scroll down the invoice page until you find the "Dynamic Notes" section.

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Click on the "Add Notes" button

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Type in the specific dynamic notes you want to add to this invoice.Be sure to include any relevant details.Click "Save" to finalize adding the notes.

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The dynamic notes you added should now be displayed under the invoice details, along with the date, time, and the person who added them.

Well done!
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