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

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

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.

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.

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.

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.

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.

This is how you create a video care visit on MilkNotes

Click visits from the left menu. Choose whether the visit is with a new or existing client. Pick the date and time and then select video care from the dropdown list of locations.

VideoCare is compatible with any web enabled device. iOS devices must use their native safari browser for VideoCare to work properly, we recommend chrome for all other devices.

Up to ten minutes before your scheduled visit time, log in to MilkNotes and find your visit. Click the VideoCare button on the top right side of the chart. Follow the prompts to make sure your device is working properly and then enter the room.

The video window can be minimized, expanded, and moved around to flow seamlessly during your charting process. You can can also navigate to any section of the visit while still being able to view your client in the video window. When you’re finished with your visit, click the small x and it will end the call for both you and your client.

This is a glimpse into the MilkNotes Pro features that you can use to manage your lactation practice

  • VideoCare is a fully integrated and secure video experience. Create a VideoCare visit and come back the the video room up to 10 minutes before your visit time to check that your device is connected properly. The video window can be minimized, expanded, and moved around to flow seamlessly during your charting process.
  • Secure messaging allows you to have HIPAA compliant communication with your clients. Open up the visit your message is regarding and click message on the top right side of the app. MilkNotes will notify your client that they have a secure message waiting for them in their parent portal.
  • The rental pump tracker lets you easily manage your rental pump equipment. Whether your pump has been issued, being serviced, in stock, due to be returned, or retired, you can now have the peace of mind knowing where your rental equipment is.
  • e-fax lets you electronically fax your patient’s care plan to their medical care provider. Open up the medical report that needs to be faxed and you’ll find the fax button on the top left side of the report.

Look for more in depth tutorials of each of the MilkNotes Pro features.

This is how to set up google authenticator with MilkNotes

Download the google authenticator app from your devices app store.

Next log into MilkNotes. If you haven’t created a MilkNotes account yet, watch our how to get started with MilkNotes tutorial.

From the menu select account and then my profile.

At the bottom of this page there is an option to switch to Google Authenticator. Select the switch button.

At this point you can use google authenticator to either scan the QR code or enter the code provided manually.

Once you’ve added MilkNotes to your authentication list, copy the six digit code provided and navigate back to MilkNotes. Paste the code into the field at the bottom and click submit code.

It’s as simple as that! Now you can quickly and securely copy and paste the code from google authenticator every time you log in to MilkNotes.