Notes Tab

The Notes tab enables you to enter and view notes about a patient's treatment plan. Each note displays a time stamp with the name of the user who created it, as well as the time and date it was added. This information is also displayed when a user edits a note.

To manipulate the text and change the font, size, text color, and other formatting, use the formatting bar at the top of the Notes field. There is a 32,000 character limit for each note.

To save a note, click Save.

These notes are not intended for use as legal medical records.

After saving a note, you can:

Edit the note using the Pencil icon.

Delete the note using the Trash Can icon.

Hide the note using the Eye icon.

Deleting a note enables the Undo function. The note is fully deleted when you click Save and Close.

Additional notes are added to the display list in chronological order, with the newest note at the top.

You can prioritize an important note by pinning it. To add a note to the Pinned Note area, click the Heart icon to the left of a note. To remove a note from the Pinned Note area, click the Heart icon again.

To detach the Notes tab, click the Detach Tab icon at the bottom of the window. To reattach it, click the Detach Tab icon again.

To save your notes and close this view, click Save and Close. To cancel your changes, click Cancel.

You can revert to the pre-14.3 style of notes only if you choose to revert to using the original treatment card for all Charting Module tabs. To take this action, select Use Original Tx Card in Charting Options. This action permanently removes enhanced formatting on the Notes Tab and impacts all charting functionality. If you decide to use the improved version 14.3 charting functionality again in the future, any notes created while the Use Original Tx Card option was active are fused into a single note listed as Pre-Existing Notes.

You can use several shortcuts when entering notes:

When typing notes, if you type a forward slash (/), a comment code, and press the spacebar, the software displays the entire comment. Example:

When typing, you can type /?_ (forward slash, question mark, space) to display a list of predefined comments. Clicking the Predefined button at the top right of the Notes window displays the same list of comments. Select a comment and click OK to place the comment in the notes.

Add date, time, and staff member information by using the Edit menu or a shortcut key.

Change the formatting of note text using keyboard shortcuts.