This guide explains how to add and edit a clinical note.
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Download PDFStep 1.
Go to Search patient.
Select the patient you want to add a clinical note to.
Step 2.
You will then be taken to their patient EMR page.
Under the clinical notes section, click Clinical note.
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.
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.
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.
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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