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How to add/ edit a clinical note

This guide explains how to add and edit a clinical note.

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Step 1.

Go to Search patient.

Select the patient you want to add a clinical note to.

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Step 2.

You will then be taken to their patient EMR page.

Under the clinical notes section, click Clinical note.

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Step 3.

This will open a pop up box where you can create a clinical note.

You can add a template for the note (these were set up in settings).

Click Save once complete.

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Step 4.

You can now view the clinical note on the patients EMR page under the clinical notes section.

You can edit and delete notes for a set amount of hours, set up in settings, after which the buttons will become disabled.

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Step 5.

Click the edit icon to edit the note.

This will open a pop up box where you can make any necessary changes.

Click Save once complete.

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Step 6.

Click the magnifying icon to focus on a note.

This will jump to the selected note and outline the box blue.

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