Add a Patient Note

To add a patient note:

1. Click the Patient Notes icon to launch the module.
2. Click Add New Note on the bottom of the Notes window.
3. Select the note type from the dropdown.

   

   • Patient Notes typically consist of personal information and are viewable only on the record of the specific patient.
   • Responsible Party Notes focus on information for the family unit and are viewable on every member of the specific account (i.e., mom, dad, children).
   • Financial Notes relate to the financial aspects of the account and are viewable on every member of the specific account.
   • System Notes are generated automatically based on activities performed in the account.
   • Documents (Upload) and Documents (Scan) are used to manage and store non-clinical documents such as identification and insurance forms.
4. Type the note.
5. Click Save.