Adding a New Clinical Note

Learn how to efficiently add or create a clinical note using multiple methods within the platform.

Adding a Clinical Note

Choose from one of the following methods to add or create a clinical note:

Method One: From the Patient Profile

1. Click on the Patient's name (accessible from the Patient listing page, Search, etc.).
2. Navigate to the Clinical Notes tab.
3. Select Add New.

Method Two: From the Calendar

1. Click on the Patient's Appointment in the Calendar.
2. Select the Add Note button.

Method Three: From the Home Page

1. Go to Today's Appointments (located in the upper left corner) on the Home Page.
2. Click on the Dropdown menu.
3. Select the Service Name.
4. In the slide-out window, click on the Add Note button.

Important Note: Once you create a clinical note for a specific Patient, it cannot be transferred or moved to a different Patient's profile. Each clinical note is linked to the Patient profile under which it was created. If a note is accidentally created for the wrong Patient, a new note must be created for the correct Patient, and the information must be manually transferred to the new clinical note.

Here's a video to learn more about the Anatomy of a Clinical note