Encounter Notes Panel

Encounter Notes Panel

Encounter Notes can be added on the Encounter Dashboard in the Notes Panel.

Types of Notes

The Types of Notes are the same for Patient Notes and Encounter Notes.


Add a Note

Select Add in the Notes Panel, or select Notes and then select Add.



Add a Billing Note

Billing Notes can be added on the Patient Dashboard and Encounter Dashboard.

  • These notes display in the Notes Panel and can be edited there.
  • If Patient Dashboard and Encounter Dashboard are selected, the note will display on the Patient Dashboard and on the selected Encounter.


Add an Alert

  • Scenario: Patient Dashboard and Encounter Dashboard are both selected in the Alert Information Panel:
  • If adding the Alert from the Encounter Dashboard, the note will appear on the Patient Dashboard and this Encounter only.
  • If the Alert is added from the Patient Dashboard, the note will appear on the Patient Dashboard and all Encounters.



Add a Header Message

Header Messages can be added on the Encounter and Patient Dashboards.

The same scenario for the Alert Message applies to the Header message as well.


Header Message entered on the Encounter Dashboard

  • If the Header Message is entered on the Encounter Dashboard, and the Patient and Encounter Dashboard are selected in the Alert Information panel, the Header will appear in red on the top left on the Patient Dashboard and on this Encounter Only.


Delete a Note

It is not recommended to delete Notes unless it was entered by mistake. The notes should be a history of what has occurred on this Patient.

  1. Select the Note to highlight it.
  2. Select Delete.
  3. Enter a Reason.
  4. Select Delete.
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