Managing Patient Notes
From the Notes tab, you can record, search for, and edit patient notes. This section explains how to manage patient notes.
Topics include the following:
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- Open a patient profile. See Opening Patient Profiles.
- Click the Notes tab.
- Enter notes or comments in the field at the top of the page.
- Select the Urgent check box to indicate the note is urgent. If you select the Urgent check box, AcuityLogic displays a message at the top of the Profile window indicating the patient has an urgent note.
- Select the Followup check box to indicate the note contains follow-up information. If you select the Followup check box, AcuityLogic adds the note to the Patient Followup Notes report that you generate from the reports section.
- Click Add Note to save the note.
You cannot delete a saved note. You can only edit the Urgent and Followup flags associated with a saved note.
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- Open a patient profile. See Opening Patient Profiles.
- Click the Notes tab.
All patient notes are displayed by default. Use the provided search filters to search for specific notes.
- Enter or select the associate that recorded the note in the Associate field.
- Enter or select dates in the Date From and Date To fields.
- Select the type of note from the Note Types field.
Press the Ctrl or Shift key to select multiple note types.
- Select the Urgent Only check box to search for only urgent notes.
- Select the Followup Only check box to search for only follow-up notes.
If you select both the Urgent Only and Followup Only check boxes, the search results display only notes flagged as both urgent and follow-up.
- Select the Include System Notes check box to include system notes. System notes are notes AcuityLogic creates to log patient profile related actions performed by associates.
- Click Search.
The notes that meet your search criteria are displayed.
If the notes you are searching for do not appear, try removing some of the search filters you applied.
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- Open a patient profile. See Opening Patient Profiles.
- Click the Notes tab.
- From the Note Types drop-down list, select Required Note.
- Click Search.
The patient's required notes are listed in the table of search results:
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- Open a patient profile. See Opening Patient Profiles.
- Click the Notes tab.
- Click the Edit link next to a note.
- Select or deselect the Urgent or Followup check boxes.
- Click Update.
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- Open a patient profile. See Opening Patient Profiles.
- Click the Notes tab.
- Click the Print icon.
The patient notes report opens in a new window.
Disable your browser’s pop-up blocker if the report does not appear.