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.

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