Add Patient Contact Notes

You can add patient contact notes from the Patients module > Patient Card window and the Transactions module.

To add a patient contact note:

  1. Open the applicable module and display the Patient Contact Notes window.

    1. Open the Patients module and select a patient.

    2. From the toolbar, click the Patient Card () icon to display the Patient Card window.

    3. Click the Contact Notes () icon.

    1. Open the Transactions module.

    2. Click the Contact Notes () icon.

  2. Click the Clear Data () icon.
  3. Complete the fields as necessary and click the Add a new Record() icon.
    4. Field Description
    Contact Date

    Lists the current date.

    If necessary, select a different date.
    Code

    Click the ellipsis to open and select a contact note code.
    Contact Time

    Lists the current time.

    Click the arrow buttons to set a different time.
    Note Enter the detailed information, specific to the patient’s situation.