Patient Notes

The Patient file Notes tab allows for entry of general Patient notes, Directions, A/R Notes and Scheduling Notes.  This information can print out on reports such as the patient Cover Sheet and the Patient List report.

Go to Patient > Admit/Maintain, Notes Tab

 
To Add a record on the Notes tab:

Select the type of Note you wish to enter:

Patient Notes: Patient-related notes that may be helpful to the clinician.

Directions: Directions to the patient's residence. These notes can be viewed, edited, and printed in Scheduling.

A/R Notes: These notes can also be viewed or entered in the Payment and A/R report screens, and can pull to A/R reports if the option to show notes is selected.

Scheduling Notes: These notes can also be viewed, edited, and printed in Scheduling.

Enter text.

Press Save when finished.

Back to Patient