Notes can be used to include any special information regarding a patient and can be viewed by all users that have permission to access the patient's screen. Using the notes feature can help your team stay organized and up to date on the changes and updates regarding any patient.
Who can use this feature?
Users with the Patient Notes & Edit Notes permissions. Admins and Auth Reps can modify and delete notes that (other) Users create.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the "Include inactive patients" box to include inactive patients in your search results.Select the Patient.
Locate and click on Notes from the right-hand side panel.
Add notes associated to this patient.
Click Save.
Place a check in the "Include inactive patients" box to include inactive patients in your search results.Select Patient > Patient.
Use the Search field to search through your patients.
Select the Patient.
Locate and click on Notes from the right-hand side panel.
To sort existing notes, click the Sort
Icon and select a sorting option from the dropdown, then click Done.Optional: Modify your note.
Click Save.
Icon and select a sorting option from the dropdown, then click Done.Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the "Include inactive patients" box to include inactive patients in your search results.Select the Patient.
Locate and click on Notes from the right-hand side panel.
Click the
icon next to the note.Click Save.
icon next to the note.