Learn how to search your MilkNotes visits with this quick tutorial.
Searching for 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.
Multi-LC Practices
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.
This makes it easy to find any client’s visit history across your entire practice.