Patient Note Panel

Types of Notes

• Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed.
• Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard.
• Contact Log: Use the Contact Log option for communication with Patients. The note only displays in the Note panel on the Patient Dashboard.
• Header Message: The Header Message displays in red font  at the top left of the selected screen.

Add a Note

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

Add a Billing Note

1. Type: From the dropdown list, select Billing or Contact Log.
2. Date: Defaults to today's date but can be changed.
3. Classification: Optional and can be left blank.

• Add Custom Statement Note

4. Enter the Note.
5. Select Save [F2].

Add an Alert

1. Type: From the dropdown list, select Alert.
2. Date: Defaults to today's date but can be changed.
3. Enter the Note. In the following example, it is an Alert to the Front Desk person to obtain new Insurance information from the patient.
4. Alert Information: Select where this note will pop-up as an Alert. Scheduling is chosen in the example which will prompt this Alert to pop-up if this patient is selected on the Calendar.
5. Select Save [F2].

In this example, there is an Alert pop-up when adding a patient appointment and when the appointment is selected from the Calendar.

Add a Header Message Note

The Header Message displays in red on the Dashboard in the upper left corner.

.

1. Type: From the dropdown list, select Header Message.

2. Date: Defaults to today's date but can be changed.
3. Classification: Optional
4. Enter the Note.
5. Alert Information: select where this note will display as a Header.
6. Select Save [F2].

Header Message on Patient Dashboard and Encounter Dashboards

Select Encounter Dashboard and Patient Dashboard checkboxes.

• The Header message will display on the top left of the Patient Dashboard and all of the Patient's Encounter Dashboards.

Header Message on Encounters Only

Select the Encounters checkbox only.

• The Header Message will display on all of the Patient's Encounter Dashboards.

• If you want the Header to display on a specific Encounter, create the Note on the Encounter Dashboard.

• Even though it is being created on the Patient Dashboard, the Header Message will not display on the Patient Dashboard unless Patient Dashboard is checked.

Example of a Header Message on the Encounter and Patient Dashboard.

View All Notes for a Patient

To see all Notes for a patient regardless of where they were added, select the plus symbol (+) or Notes. The list shows all Notes with the Encounter, Type Note, Classification of Note, and the Note entered by the user.

Print Patient Notes

Print all Patient Notes for a Specific Patient 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 be different than the screenshot below.)
4. Follow your printer's dialogue instructions, which may be different than below.

Print Patient Notes from the Custom Patient 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.

Remove an Alert or Header

It is not recommended that Notes be deleted. Instead, you can remove an Alert or Header. You will no longer get the pop-up for the Alert and the Header will not be shown at the top of the screen, but the note remains in the Notes List for history purposes.

1. Select Notes. You can see the Types of Notes: H for Header and A for Alert.
2. Select the Date of the Alert or Header Message you want to remove.
3. Deselect the checkboxes in the Alert Information panel.
4. Select Save [F2].

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.

Learn More

Add A Customized Note to a Statement