Admin Notes allow you to record any important, non-clinical information for a patient within their file.
Admin Notes are accessible from all tabs within the patient's file.
To use Admin Notes, simply open the patient's file.
In the top right-hand corner, you will find the Admin Notes icon just to the right of the Add button. The number in brackets will indicate how many admin notes exist for that patient.
Click this icon to reveal the Admin Notes panel.
In the Admin Notes panel, there is an option for Search notes, which can be used to search on keywords.
With the Admin Notes panel open, click the Note+ icon to add a new Note.
Enter a Title (up to 50 characters), then type your notes into the box. Once complete, select Create to save the note.
To delete or edit an existing note, simply hover your mouse over the note in question to reveal the Edit and Delete icons.
Once you have saved the note, it is also possible to flag a single note within each patient's Admin Notes list.
Flagging an admin note will:
- Pin the note to the top of the Admin Notes pane.
- Insert the title of the note into the patient's header bar.
To flag an Admin Note, hover your mouse over the note and click on the flag icon. It is only possible to have a single Admin Note flagged at a time.
To flag another note, un-flag the currently flagged note first by hovering your mouse over the flagged note and clicking on the flag icon.