Patient Notes

How do I track patient notes?

•      Holds approximately 65,000 characters

•      Inserts Date and Time

•      Save a screen as a Template

•      Print out Notes

•      Save Notes

•      Patient/Claim Notes Report (see File>Reports)

•      Patient Notes Report (see File>Reports)

Note Templates

1.  Click on ‘New Patient’.

2.  Click on ‘Expanded Patient Notes’ button.

3.  Enter data for Template.

4.  Click on ‘Save as Template”.

5.  Enter Name for Template.

6.  Click on ‘Save’ button.

Using Note Templates

When working in a patient record.

1.  Click on ‘Expanded Patient Notes’ button.

2.  Click on ‘Load Notes Template’.

3.  Select by highlighting desired template.

4.  Click OK.