Working with the Charting Module
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 or edits it, as well as the time and date it was added.
Important: Notes are not intended for use as legal medical records.
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.
After saving a note, you can:
Edit the note using the Pencil icon.
Delete the note using the Trash Can icon.
Deleting a note enables the Undo function. The note is fully deleted when you click Save and Close.
Hide the note using the Eye icon.
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 the view, click Save and Close. To cancel your changes, click Cancel.
You can use shortcuts when entering notes:
If you type a forward slash (/), a comment code, and press the spacebar, the software displays the entire comment.
Example: Type /T11 and press the spacebar on the Notes tab. The software displays Fixed appliance therapy in the notes.
To display a list of predefined comments, type forward slash (/), question mark (?), and space. Click the Predefined button to display 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. To add these options to your notes, position your cursor where you want to insert the option and press the corresponding shortcut key:
Date—F5
Date/Time—F6
Staff Name—F7
Staff Name/Date—F8
Change the formatting of note text using these keyboard shortcuts.
Align left—Ctrl+L
Align center—Ctrl+E
Align right—Ctrl+R
Font name—Ctrl+N
Font size—Ctrl+S
Font color—Ctrl+F