Manage Patient Notes

Select a patient and open the Transactions module. Click the Notes tab > Transactions Notes sub-tab and review the listed records. To add a new note: Click the New button. Complete the Notes fields as necessary and click the Add button. Notes fields 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 #. To perform another task, complete one of the following: Edit Patient Notes Select a listed note. Edit the fields as necessary and click the Modify button. Delete Patient Notes Select a listed note and click the Delete button. When prompted, click Yes to confirm your deletion. View Note History Select a listed note, right-click and select Show History to display the Note Audit History window. Select a listed record and review the information as necessary. Print the Patient Notes List Select a listed note, right-click and select Print List. Select the appropriate printer settings and click Select.