1. Right click on the appointment that has been missed.

2. Click “Break Appointment”

3. Click “Missed – Leave on Appt Book”

4. Click in top box

5. Make note in the top box with all caps FAILED APPOINTMENT to start the note

6. Highlight and Right click all text in the top box

7. Click “Copy”

8. Click “OK”

9. Right click on missed appointment

10. Click “Delete”

11. Click “OK”

12. Click ‘Commlog’

13. Right click in the note box.

14. Click “Paste”

15. Click ‘ApptRelated’

16. Click “Save”