Patient Dashboard Notes Overview

Users can manually add Notes on the Patient Dashboard, and some Notes that are added in other areas in the System can also be seen here. The System also creates Notes when certain actions are performed.

Add a Note

From the Patient Dashboard Notes panel:

1. Select the Add link or the Notes link > Add button.

2. Select or Create a Category

• Select an existing Category from the dropdown.
• Or, select Manage to add a Custom Category.

3. Enter the Note Text

• Enter a clear, concise description of the Note.

4. Set Alert Options

• Pop-Up Alert: Displays a pop-up when the Patient is opened.
• Header Alert: Shows the alert at the top of the Dashboard or Screen.
• Both: Use both options.

5. Specify Effective and Expiration Dates (optional)

• Use these Dates if the Note should only apply to a certain time frame.
  Add Dates for when this Note should be Effective and when it should Expire, if applicable. (Optional)

6. Select display locations.

• Select the Check/Uncheck link once to check all the boxes.
• Select twice to clear all the boxes.
• Select the boxes for where you want the Note to appear, such as Encounters, Patient Dashboard, Encounter Dashboard, etc.

7. Select Applicable Encounters (optional)

• Indicate which Encounters to apply this Note.
• If specific Encounters are selected here, Encounters must be checked in the Alert Options panel.
• Conversely, if the Encounters checkbox is selected in the Alert Options panel, and there are not any specific Encounters selected in the Apply Note to Encounters panel, the Note will display on all Encounters.

8. Select Save [F2].

Manage Note Alerts: Snooze, Remove, Archive

Snooze a Note Alert

Snoozing a note applies only to the User who snoozes it and does not affect other Users.

Temporarily hide a Pop-Up Alert

1. When the Pop-up appears, select Snooze.
2. Select a Snooze duration (The alert will reappear after the selected time.)

• Default Times

• 5 Min (Default)
• 10 Min
• 15 Min

• Use the System Setting to add a Custom Time.

3. Select Save [F2].

3. Validation Warning: "You are about to Remove the Alert for this Note."

• This does not delete the Note. It only removes it from showing in the Alerts.

4. Other Validation Warnings:

• Other Note Alerts may exist, such as "You are about to Snooze this Note for 5 minutes."

5. Select Save & Continue.

• If Save & Continue is selected, on all Note Alerts listed in the Validation Warning, the actions will be performed.

Remove a Note Alert

Stop the Alert from triggering without deleting the Note from the Notes panel.

On the Note Alert Pop-Up:

1. Select Remove Alert.
2. If other Note Alerts exist, they will be snoozed for the default time unless changed.
3. Select Save [F2].

4. Validation Warning: "You are about to Remove the Alert for this Note."
5. There may be other Note Alerts on the Validation Warning.
6. Select Save & Continue.

• All actions on the Validation Warning will be performed.

• The Alert marked as Remove Alert will not be in the Alert Pop-up any longer.
• The other two Note Alerts will not display for the next 5 minutes.
• They can be viewed and edited in the Notes Panel on the Patient Dashboard.

Archive or Unarchive a Note

Clean up your notes by Archiving older Notes.

• Use Archive instead of deleting Notes to maintain a historical record of important Patient information.

• The Note will no longer show in the active Note Panel.
• It can still be viewed using the Expand icon
• or, select the Notes link, where the list can be filtered to include or see only the Archived Notes.

Archive a Note Using the Alert Pop-up or Alert Header

1. Select Archive Note.
2. Other Note Alerts may exist.

• If they are left as Snooze and 5 min, the Note Alerts will be snoozed for 5 minutes.

3. Select Save [F2].

4. Validation Warning: "You are about to Archive this Note."
5. There may be other Note Alerts on the Validation Warning.
6. Select Save & Continue.

• All actions on the Validation Warning will be performed.

7. The Alert marked as Archive Note will not be in the Alert Pop-up any longer.

• The other two Note Alerts will not display for the next 5 minutes.

• They can be viewed and edited in the Notes Panel on the Patient Dashboard.

8. The Note will be removed from the Active Note List.

Archive a Note using the Active Note List

1. In the Notes panel, select the Archive link.

2. On the Pop-up, select Yes for "You requested to Archive this note. Would you like to continue?

Find and Unarchive a Note 

1. Select the Notes link in the Notes panel.
2. Include or Only show Archived Notes.

• Note: If Include is selected, Archived Notes will appear under Notes that are not Archived.

3. Select the Modify icon.

4. Uncheck the Archive checkbox.
5. Select Save [F2].

View Existing Notes

View the Notes List in the Notes Panel

The most recent active Notes are displayed in the Notes Panel. Use the Notes panel to review all Patient Notes and narrow the list to find specific information quickly.

• By default, the panel displays the most recent active notes.

Columns Represented on the Notes List

• Modify Icon: Select to make changes to the Note
• Category: This is the Category that was selected when creating the Note.

• This column is blank on an Auto-Note

• Note: Description or action that created the Note
• Added: Date the Note was added
• By: User who added the Note or performed an Action that created an Auto-Note
• Last Modified: The date when the Note was modified.
• By: Who made the modification
• Statement: Shows a green check if this is a Statement Note.
• Alerts: Type of Note

• P: Pop-Up
• H: Header or Both
• P/H: Both Pop-up and Header

• Archive: Allows Notes to be quickly Archived.

View All Notes

Use the Expand (Plus) icon to View all Notes.

1. Select the Expand Icon to view all Notes.
2. Select the Include Encounter Notes checkbox to add an Encounters column and to show Encounter Notes.
3. Select the Include System Notes to include notes that were added by the System and not by a User.

Download/Print/Save a Note List

1. Download as an Excel document
2. Download and Print a PDF document
3. Save a Note List
4. Clear Current Filters
5. Temporarily Hold selected Filters

View Filtered Notes

By default, all active Notes will display in the Notes list.

1. Use the Filters to quickly locate a specific Note, group of Notes, or Archived Notes.
2. Combine multiple Filters for more precise searches.

Filter Criteria

1. Select the Notes link in the Notes panel.

2. Use the Filters to view specific Notes, such as Archived Notes.

• You may need to select Show to see the Filters.

3. Filters

• All Patient Search: Check the box to see all Patient Notes

• This is used when looking for a specific Category, User, etc.

• Note: A word or words can be entered that may be in the Note.
• Category: All or select a Category
• Added by: All or select a User
• Modified by: All or select a User
• Added From/Added To: Range of Dates that the Note was added.
• Modified From/Modified To: Range of Dates that the Note was modified
• Alert: All, Pop-up, Header, Both, None
• Encounter: Enter an Encounter number
• Effective/Expiration: An Effective Date and/or Expiration Date can be entered to narrow your search dates.
• Archived: Exclude, Include, Only

4. Add a Note: Use the Add button to create a new Note.
5. Delete a Note: Use the Delete button to permanently delete a Note.

4. Deleting a historical Note is not recommended.
5. Alternatively, the Note can be Archived or a Expiration Date can be entered on the Note.

Print/Download a Notes List

Print Filtered Patient Notes from the Patient Dashboard

1. In the Notes Panel on the Patient Dashboard, select the Notes link.
2. Select the PDF icon .

3. Select your Print icon (Yours may look different than the screenshot below.)
4. Follow your printer's dialogue instructions, which may be different than below.

Download a Notes List

A PDF or CSV document can be downloaded to your computer.

1. Select the Excel (csv) or PDF icon.
2. PDF Download

• CSV Download

• Save as: Save as an Excel Document before making any changes.

• The document can be renamed.

1. After saving, the document can be modified and the modifications can be saved.

Print Patient Notes from the Custom Query Report

Patient Notes can also be printed using the Custom Patient Query Report for a specific Patient for specific dates.

• A Date Range can be used to pull specific notes for a specific date(s).
• The Patient ID can be used to pull a specific Patient.
• Select Column, Patient > Notes
• Use the PDF   icon to export.

Save a Note List

1. Select the Notes link in the Notes panel.

2. Select the Criteria for the list.
3. Select the Search button.
4. Select the Save icon.

5. Enter a Name for the Saved List.
6. Default: If applicable, select the checkbox for this List to auto-display when the Notes link is used.
7. Enter a Description (optional).
8. Select the Share checkbox to share the list with other Users that have the same User ID Group.
9. Select Save [F2].

Delete a Note

It is not recommended to delete Notes unless it was entered by mistake.

• The Notes serve as the history of what has occurred on this Patient.
• Archive or Expire the Note instead.

Delete

1. In the Notes panel, select the Notes link.

2. Select the Note to highlight it.
3. Select the Delete button.
4. Enter a Reason (mandatory).
5. Select the Delete button.

Learn More

Patient Dashboard Overview

Add A Customized Note to a Statement

Add an Encounter Note

Custom Patient Query (CPQ)