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Notes

2 min readUpdated

Use Notes for patient updates that do not belong in structured records. For example, record a preferred contact time, a request for an appointment reminder, or the result of a follow-up call. Each saved note shows its author and time. Record health details in Medical history, dental care in Dental records, and uploaded files in Documents.

Before you start

Admins and doctors have all Notes permissions by default, but still need access to the patient. Assistants need Read to view the log. Adding, editing, or deleting a note also requires Create, Update, or Delete, respectively, and edit access to the patient. You can edit or delete only notes you wrote. Ask an admin to check your patient access and Notes permissions if an action is missing.

Add a note

  1. Open the patient and select Notes.
  2. Enter the update in Write a quick update…. Use the editor toolbar to format the text if needed.
  3. Select the Save note icon beside your name.
  4. Wait for the Note added notification. The editor clears, and the new note appears in the log with your name and the saved time.

The note must contain text before you can save it. Use the page controls to move between pages when the log has more notes.

Save an update to add it to the patient's log with your name and the saved time.

Edit or delete your note

Find a note you wrote. Select Edit, update the text, then select Save. The note shows its new time and an Edited badge. A note cannot be saved if its text is empty.

To remove one of your notes, select its Delete action. Check the confirmation titled Delete note?, then confirm Delete. Deletion cannot be undone. You cannot edit or delete another author’s note through these controls, even if you can read it.

If an action is unavailable

  • The Notes tab is missing: ask an admin to check your patient access and Notes Read permission.
  • You cannot add a note: check your Notes Create permission and edit access to the patient.
  • Edit or Delete is missing: those actions are available only on notes you wrote, and require the matching permission and patient edit access.
  • A note will not save: make sure it contains text, then wait for the Note added or Note updated notification.