Entries by Breanna Boothe

Welcome to SBAR Charting!

How do you organize a lactation report to a provider? by Liz Flight May 2021 Did you ever wonder about charting? Years ago, both doctors and nurses wrote a lengthy narrative description of a patient’s condition, treatment, and their responses to any treatments in large paper files. These included records of vital signs, mental status, […]

MilkNotes Version 30

Version 30 Notes So excited to share some great news just in time for Mother’s Day!!! You all deserve to have the best platform to use for supporting your clients and I’m doing everything possible to make this happen. We have come a long way from the original Access Database (2011) to The Lactation Note […]

Important COVID-19 Update

In light of the recent COVID-19 situation we want to encourage everyone to stay strong during this stressful time.  So many areas have gone into quarantine making it difficult to provide services like home or office visits, but we are here to support you! 

To help you meet the needs of your clients, we are making HIPAA-compliant VideoCare available to all of our MilkNotes subscribers until April 30th.  After April 30th, we will evaluate whether or not to continue this offering based on the status of the Coronavirus quarantine and/or isolation order at that time but we want this resource available to everyone in this time of need. Please be patient as we ramp up the resources needed to provide this additional service. 

Again, we are here for you! Thank you for being a part of this incredible community.

MilkNotes Version 24

Version 24 Released!


Say hello to the 24th update that was released 9/1/19. Version 24 focuses on communication upgrades - some requested by you and others we added because, well... we think you’ll love them. All features and fixes are Pro Features except where noted otherwise. Here are the highlights of Version 24.



Secure Messaging Improvements:
  • Messages are now sent and received in Real-Time
  • New Message Icon indicator - displays total number of new messages
  • New “Message List” shows all unread messages from all parents
  • New/unread message counter automatically updates
Faxing improvements:
  • “Sent Faxes” list
  • Improved reliability
  • Provider and Practice Names now included in fax cover sheet
  • Ability to adjust appointment time and duration from within the calendar
  • Ability to configure whether or not to show duration on the public


  • Improved check mark visibility on SuperBill
  • Payment confirmation was not being shown in specific situations
  • Removed ability to add a blank insurance provider
  • Enabled scrolling on Consent and HIPAA forms (Starter Plan)
  • Screen was not scrolling to new messages when the message window required scrolling

MilkNotes Version 21

Version 21 will be released the morning of


Version 21 is scheduled to be released Friday morning! As always, you don’t have to download anything to view these updates. Simply log out of MilkNotes and refresh your browser. To verify MilkNotes has updated, reference the version number on the bottom left corner of the main menu.

Version 21 Features

The major feature this release is Calendar Views now on Dashboard and Visits pages. This is NOT scheduling but a precursor to scheduling that will be available very soon!

Pro Plan Features

  • Add & Edit Appointments in Calendar View
  • Monthly Calendar View on Dashboard
  • Weekly Calendar View on Visits Page
  • Added insured’s name and date of birth to SuperBill
  • Added “Secure Messaging” as an option in the Preferred Method of Communication list

Starter Plan Features

  • Added “Oversupply” to ICD10 code list
  • Consult Locations has been replaced with Appointment Types
  • Minor bug fixes

How to Complete a Super Bill on iOS with MilkNotes

This is how you complete a super bill on IOS with MilkNotes

Download the adobe acrobat IOS app.

Log in to MilkNotes on safari and navigate to the visit that requires a super bill. Under the more button, you’ll find the option to download the super bill. Once the super bill loads you’ll notice that MilkNotes has pre-populated your practice information and the clients profile information.

Click the share button on the top right corner of the browser on iPad or bottom middle section on an iPhone, now select “copy to adobe acrobat.” Once in acrobat, fill in the remaining information into your super bill using the editable fields.

To add the necessary signatures, click the pencil button on the bottom right corner and then select “fill and sign.” This will open the pen tool at the top menu. Tap the pen icon at the top and then select “create signature.” Make sure you toggle off “save to online profile” for your clients signatures as this is not HIPAA compliant.

Use your finger or stylus to sign in the box, press done, and then tap to place it in the desired field. You can use the arrow tools next to the signature to resize as needed.

Once completed, acrobat automatically saves the super bill under the acrobat folder in your iOS files. You may rename the file in acrobat to make it more identifiable. Please ensure you do not back up the super bill to the adobe cloud or iCloud, as this may not be HIPAA compliant.

Navigate back to the profile of your client and scroll down to the documents section. Expand the section, press choose, and then browse. Your completed super bill should be in your recent documents, but you can also find it on your iOS device under the acrobat folder. Select your document and when it’s finished uploading it will be securely stored for you and your clients reference.

How to Search your Visits

This is how you search your MilkNotes Visits

Navigate to your visits page. On this page there is  a search bar above the left pending visits column. Type the name of the client you’re searching for.

If you are in a practice with more than one LC and have permission from the admin, you will also have the option to search for other LC’s clients. That filter option is immediately to the right of the search bar.

How to Close a Visit

This is how you close a MilkNotes visit

If you’re not already in the visit, Navigate to your visits page. Select the visit that needs to be closed. In the top right corner click the more button then close visit.

Closing a visit permanently secures the medical information and prevents further tampering. If you need to add additional information after the visit has been closed, you can always add a post visit note. Once a visit is closed it will now be in your previous visits column on the visits page.

How to Send a Secure Message on MilkNotes

This is how you send a secure message on MilkNotes

Log into MilkNotes and navigate to your visits. Select the visit your communication is in reference to. If you haven’t already, make sure your clients valid email address is in their profile and send them a parent portal registration link.

The messages button is on the top right hand side of every section of the visit. On some devices messages may be under the ellipsis button. Click messages and then new message.

Here you can type and send your secure message. Your client will then be notified in their email that they have a message waiting for them in their MilkNotes parent portal. You can now have secure and HIPAA compliant communication with your clients.

How to Upgrade to MilkNotes Pro

This is how you upgrade to MilkNotes Pro

MilkNotes Pro has many wonderful features that you can use to manage your lactation practice. When you upgrade to MilkNotes pro you will be able to utilize these features such as:

Secure Messaging



Rental pump tracking

and a Fully customizable care plan

To upgrade to Pro, click admin in the left menu and then LC list. At the top is an option to upgrade. Choose an Annual or monthly plan, and then enter in your card information. Congratulations! You’re now a MilkNotes Pro user.