Sometimes it is handy to be able to make a quick note in a patient file. For example, because a client is at the counter and gives you information about a patient that you want to make a note of somewhere. This article explains how to add a note to a patient file.

Step-by-step instructions

1. Open the patient file.
2. Click on the Note button at the top. Depending on your settings, you will find this option either in the row of blue action buttons or in the “More actions” drop-down menu at the top left of the file.
3. Use the side panel on the right to enter your note in the “text” field.
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   Tip: drag the edge of the side panel to the left if you want more space for your text.
   
4. Check that the date (“on”), time (“at”) and user name (“employee”) are correct. By default, today’s date, the current time and the logged-in user are shown. You can adjust this information if needed.
5. Click Save.

More about this

What is the “notify front desk” field for?

When ticked, the attention note will appear in the tab Uninvoiced. In other words, just before an invoice is created. This allows you to draw your colleagues’ attention, for example, to extra products that the client should receive or extra advice that still needs to be given.

As soon as an employee opens the Uninvoiced tab, this text appears in red at the top of the screen, under “Preview Invoice”. The name of the patient in question appears before the note. The note is not printed on the invoice.

The note remains visible on the Uninvoiced tab all day on the day the note was created.

Related articles

• How do I create invoice alerts
• How do I customise my patient file and herd file buttons?