Clinical Notes Tab

The Clinical Notes feature is for documenting any information that needs to be shared between clinicians for the visit.

Note: Clinical Notes are not included as part of the printed chart. They are not brought forward to any subsequent visits.

If a chart has a Clinical Note, the clinical note icon will display on the bottom left of the appointment on the schedule. Clinical Notes can be viewed from the schedule page by utilizing the Tap and Hold feature.

 

Jump to:

Add a Clinical Note

Edit or Delete a Clinical Note

 

Add a Clinical Note

• Open the patient chart.
• Tap on the Clinical Notes tab in the Chart Home area.



• Enter the clinical note text.
• Tap the Save button. A pop-up will appear stating, “Clinical notes have been saved successfully!”

 

Edit or Delete a Clinical Note

• Open the patient chart.
• Tap on the Clinical Notes tab in the Chart Home area.
• Edit or delete the text.
• Tap the Save button. A pop-up will appear stating, “Clinical notes have been saved successfully!” or “Clinical notes successfully deleted.”