Patients · Notes and alerts

Adding Patient Notes #

Patient Notes stores free-text information for a selected patient. Verify the patient before creating a note.

Add a note #

1. Open Patient Notes from the Patients area.
2. Select or confirm the correct patient.
3. Select Add.
4. Enter a descriptive Note Title.
5. Enter the note in the editor.
6. Review the note for accuracy and appropriate content.
7. Select Save Note.

Good note practices #

• Use a title that identifies the subject without exposing unnecessary sensitive information.
• Follow your practice’s documentation and privacy policies.
• Keep clinical documentation in the approved clinical area when required.
• Confirm the patient again before saving.