Add (and Edit) Patient Notes

Patient notes are an internal communication tool to help your team manage this patient's treatment. These notes can be entered and accessed from multiple places:

• The card on the Patient and Task tabs
• Icon in the Patient and Task lists
• Patient overview
• Treatment planning page

On the patient overview, the notes default to the most recent product unless the product is on customer hold or has been rejected, in which case, the customer hold or reject notes appears instead.  All notes are listed in reverse chronological order with the most recent notes first.

Add patient notes from the patient overview

To add a patient note from the patient overview, follow these steps:

1. If  Patient Notes label is not visible on the right-side of the page, click the blue drop-down, and select Patient Notes from that menu.
2. Click in the text box that shows "Add note here...," and type your notes.
3. When you finish the note, click the Add Text button on the right side of the text box.
   Result: The note appears in the shaded portion above the text box where you added the note.

Add patient notes from the notes icon

If you are on the clinic overview or task list, you can add patient notes there.

To add a note from the clinic overview, follow these steps:

1. Click the notepad icon in the lower left corner of the patient card or in the list.
   Result: The card expands with the existing notes on the right side.
   
   
2. Click in the text box and type your note,
3. Click the Save button.
   Result: The new notes appears on the right only after you close this window.
4. To close the expanded card, click the x in the upper-right corner of the card.

Important: The patient notes entered from and displayed on the clinic overview are not encrypted. Do NOT include the patient's name or other identifying information in these notes.