Creating a Linked Collateral

You can easily create a a collateral record to link to a scheduled event. You can do this by right-clicking the scheduled event and choosing Create Linked Collateral:

 

You will be taken to a collateral record for the patient with the appropriate staff member and time per the scheduled event:

 

After you create the collateral record, you will see this icon appear alerting you that a collateral has been linked to the event:

 

After you create the collateral record, you will be able to right-click on the scheduled event to view the collateral, cancel and update the linked collateral or remove the collateral association:

 

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