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- Tic Enable Memo option on Clinic setting screen Practice Management > Clinic . *This is done only once for the entire clinic. Setting this value to false will not allow any user to use the memo tool.
- Open User Settings (Click your image/gray circle) on the top navigation bar
- Tic Enable Memo Option
- Choose a color for your memo dock
- Choose the opactiy (0% = totally transparent)
- Enable memo alert for memo tool to slide open when you enter a context with an active memo.
- Click update