Entering, Editing, and Printing Notes

The Correspondence: Notes screen lists Appointment, Billing, Exam (including Rx notes), Order, Profile, and VSPOverride notes that have been added to the patient's record. Each entry also includes the date and the associated office staff member (Resource). You can mark the note Urgent or Follow Up to highlight the note on the patient's Overview screen. You can also print or delete notes.

You can add Profile notes to the patient's record in the Correspondence: Notes screen. You add other types of notes elsewhere in the system, when you're processing or viewing appointments, orders, exams, and claims. See Related Topics for links to more information.

Pinned notes are notes that are "pinned" to the patient's record. They are not shown in the Correspondence: Notes screen.

What do you want to do?

You can add notes to the patient profile, such as whether the patient has special needs or requires other accommodations.

  1. On the left side of the Demographics screen, under Correspondence, click Notes.
  2. Click + Note.
  3. Record the note and select whether the note is urgent or requires follow up.
  4. Click Save.
  1. On the left side of the Demographics screen, under Correspondence, click Notes.
  2. Select a Resource, Date From, Date To, or Note Type to view only notes that fit those criteria.
  3. Select Urgent to only view notes that are marked urgent.
  4. Select Follow-Up to only view notes that are marked for follow up.
  5. Select Include System Notes to view system notes, such as when patient profile information was accessed or modified.
  6. Click Search. The list displays only notes that match your search criteria.
    • Click a note in the list to view or edit it.
    • To mark a note as urgent, select the Urgent check box.
    • To mark a note needing follow up, select the Follow-Up check box.
  1. On the left side of the patient's Demographics screen, under Correspondence, click Notes.
  2. Locate the note in the list and click it.
  3. Edit the note, as necessary.
  4. Click Save.

Follow these steps to print individual notes. If you want to print a list of all notes marked with the Follow-Up check box, see Generating the Patient Followup Notes Report.

  1. On the left side of the Demographics screen, under Correspondence, click Notes.
  2. Locate the note you want to export and print.
  3. Click the Print icon.

    The note opens in a new window.

  4. Click Print.
  1. On the left side of the Demographics screen, under Correspondence, click Notes.
  2. Locate the note you want to delete.
  3. Click the Delete icon.

Related Topics