Entries by Breanna Boothe

How to Create a Visit

Here’s how you create a MilkNotes visit

Log in to MilkNotes on any web enabled device.

You can quickly create a visit by selecting the new visit button right on your dashboard.

On the next page select if your client is new or existing.

For an existing client simply select their name from the drop down list. Now fill in the appointment date and time, the visit type, and then click submit.

For a new client, fill in their name, email, the appointment date and time, and the visit type.

Selecting the option to send your client a parent portal registration link allows them to fill in their profile information before the visit and access their care plan after the visit.

Click “save visit” and you’re ready start adding information about your client right away.

How to Get Started Using MilkNotes

Here’s how you get started with MilkNotes!

Navigate to the MilkNotes website. Click the 30 days free button located on the top right hand side of the menu. On the log in page click the, "New, Sign Up here" link at the bottom. On the next page, choose the plan that’s right for you. Enter your information and click next. You will receive a link from MilkNotes in your email to verify your account. Click the link and then navigate back to the MilkNotes log in page. Log in using the same email and password you used to sign up, on the next page you’ll be prompted to either set up google authentication or text authentication. Select one and follow the simple prompts with either option to verify your identify. Voila! You are now securely logged in and ready to start using MilkNotes.