A patient calls to move a visit and mentions a new medication. That belongs on their record, but not in last week's chart.
Adding a note
Open the patient's Notes tab, type in the box (it suggests preferences, referral source, anything that isn't a session) and choose Add. A note belongs to the patient, so it never edits or clutters a visit's chart. Use it for the phone call, the billing question, or a reminder for next time.
Keeping notes useful
- Pin a note to hold it in its own Pinned section at the top, like an allergy or a standing instruction. A pinned note also previews on the patient's Overview.
- Each note shows who added it and when, and an edited tag if it changed afterward.
- Edit with the pencil button or by double-clicking the text; delete moves a note to the trash rather than erasing it.
- Search the box above the list to filter by note text. Older notes load in batches with Load more.
Notes take light formatting too; see note formatting and pinning and search.