Patient Notes

Notes can be added to the patient record in three general areas of the program:

• Patient Notes—generalized for the patient
• Case Notes—specific to the given case
• Appointment Notes—specific to the given appointment

Patient notes are generalized comments that anyone working with the patient would want to be aware. An example might be a reminder to personnel of co-pays: “Collect a $25.00 co-pay from patient.” Another might be specific allergies a patient has.

To add a note to the patient record,

1. Navigate to patient demographics and create/select the appropriate patient.
2. Locate the Patient Notes panel at the bottom of the Demographics tab.
3. Choose from the following options for when the note should display:
• Display when Patient is selected
• Display when appointment is made
• Display on Patient Check-in
4. Enter whatever text you require in the Patient Notes panel. Include whatever is appropriate for anyone who might access the patient record or schedule the patient.

To edit a note, simply use the mouse to select the text to modify and make the changes necessary. Alternatively, click the mouse in the panel where you would like to append text and begin typing.

5. Complete the remainder of the patient record and save your changes.