Patient Dashboard Notes Panel
Patient Dashboard Notes Overview
Add a Note
Select the Add link or the Notes link > Add button.
Select or Create a Category
Select an existing Category from the dropdown.
Or, select Manage to add a Custom Category.
Enter the Note Text
Enter a clear, concise description of the Note.
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.
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)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.
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.
Select Save [F2].
Manage Note Alerts: Snooze, Remove, Archive
Temporarily hide a Pop-Up Alert
When the Pop-up appears, select Snooze.
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.
Select Save [F2].
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.
Other Validation Warnings:
Other Note Alerts may exist, such as "Your are about to Snooze this Note for 5 minutes."
Select Save & Continue.
If Save & Continue is selected, on all Note Alerts listed in the Validation Warning, the actions will be performed.
An Alert can be removed without deleting the Note from the Notes panel.
Select Remove Alert.
Other Note Alerts may exist.
If they are left as Snooze and 5 min, they will be snoozed for 5 minutes.
Select Save [F2].
Validation Warning: "You are about to Remove the Alert for this Note."
There may be other Note Alerts on the Validation Warning.
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.
A Note can be Archived so that it no longer shows in the active Note Panel.
- It can still be viewed using the Plus icon, or
- Select the Notes link, where it can be filtered to include or see only the archived Notes.
Archive a Note Using the Alert Pop-up or Alert Header
Select Archive Note.
Other Note Alerts may exist.
If they are left as Snooze and 5 min, the Note Alerts will be snoozed for 5 minutes.
Select Save [F2].
Validation Warning: "You are about to Archive this Note."
There may be other Note Alerts on the Validation Warning.
Select Save & Continue.
All actions on the Validation Warning will be performed.
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.
The Note will be removed from the Active Note List.
The Note can still be viewed if the Plus icon is selected in the Notes panel.
Archive a Note using the Active Note List
- In the Notes panel, select the Archive link.
On the Pop-up, select Yes for "You requested to Archive this note. Would you like to continue?
The Note will no longer be in the active Notes list.
The Archived Notes can be viewed using the Plus icon.
Unarchive a Note
Select the Notes link in the Notes panel.
Select the Unarchive link.
Select Yes for "You requested to Unarchive this note. Would you like to continue?"
View Notes
Columns Represented on the Notes List
Modify Icon: Select to make changes to the Note.
Encounters: Encounters where the Note is located.
Note: Description or action that created the Note.
Category: This is the Category that was selected when creating the Note.
This column is blank on an Auto-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 modification.
By: Who made the modification
Alerts: Type of Note
P: Pop-Up
H: Header or Both
P/H: Both Pop-up and Header
Archive: The Note can be Archived or Unarchived using the link in this column.
Select the Plus Icon to view all Notes.
To view the Encounters Notes as well, select the Include Encounter Notes checkbox.
Notes can be Archived and Unarchived using the links in the last column.
Download/Print/Save a Note List
- Download as an Excel document
- Download and Print a PDF document
- Save a Note List
- Clear Current Filters
- Temporarily Hold selected Filters
Select the Notes link in the Notes panel.
Use the Filters to view specific Notes, such as Archived Notes.
You may need to select Show to see the Filters.
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
Add a Note: Use the Add button to create a new Note.
Delete a Note: Use the Delete button to permanently delete a Note.
Deleting a historical Note is not recommended.
Alternatively, the Note can be Archived or a Expiration Date can be entered on the Note.
Print/Download/Save Notes
Print Filtered Patient Notes from the Patient Dashboard
In the Notes Panel on the Patient Dashboard, select the Notes link.
Select the PDF icon
.
Select your Print icon (Yours may look different than the screenshot below.)
Follow your printer's dialogue instructions, which may be different than below.
Download a Notes List
- Select the Excel (csv) or PDF icon.
- PDF Download
- CSV Download
- Save as: Save as an Excel Document before making any changes.
- The document can be renamed.
- After saving, the document can be modified and the modifications can be saved.
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.
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
Select the Note to highlight it.
Select the Delete button.
Enter a Reason (mandatory).
Select the Delete button.
Learn More
Patient Dashboard Overview
Add A Customized Note to a Statement
Add an Encounter Note
Custom Patient Query (CPQ)
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