Each medical appointment that a client has can be tracked under the Doctor’s tab in their client profile. The notes transcribed within each appointment populate directly to the Medication Annual and Quarterly Reports. Also, each Doctor’s visit appears on the client calendar highlighted in blue. When adding a new Visit, the doctor name drop down menu pulls the “Medical” (vs “Agency” or “Important”) contacts that are associated with the specific client. However, you can also manually enter a doctor name as well. A main difference between the Quarterly and Annual Medication Reports is the heading of the report. Any date range can be selected for either. Go get ’em!