Add Patient Notes

You can add patient notes from the Transactions module > Notes tab.

Tip: Each time you add an adjustment, you should add a patient note with the reason and Trx #.

To add a patient note:

  1. Select a patient and open the Transactions module.
  2. Click the Notes tab > Transactions Notes sub-tab and review the listed entries.

  3. Click New.
  4. Complete the Notes fields as necessary and click Add.
    5. Field Description

    Code

    If you want to specify pre-defined text, enter the patient note code or click the ellipsis to select from the Patient Note Codes window.

    Date

    This field defaults to the current date.

    If necessary, select another date from the calendar drop-down.
    Text

    If you entered a patient note code, this defaults to the selected patient note code’s text.

    If necessary, add or modify any additional note contents.

    Tip: Include any related treatment’s Trx #.