The consult form allows you to capture your patient consult notes, which could include; medical history, examination findings, diagnosis and recommendations, as well as suggested therapies or a treatment plan. This article will explain how to add consult notes to a patient file.

Step-by-step instructions

1. Open the Patient File.
2. Click the Consult 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 patient file.
3. Use the side panel on the right to fill in the history, findings, diagnosis and plan/therapy.
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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 if the date (“on”), time (“at”) and the Animana user (“by”) is correct. By default it will show today’s date and the current time and user that is logged in. You can adjust the information if necessary.
5. Click Save.

Your consult notes will be added to the Patient File against the current date and time and the label “general”.

More about this

Can I edit Consult notes?

Yes, you can click your report at any time to open it. The consultation report opens in the side panel on the right, where you can edit it. When saving changes the original date and time will not be affected.

Can I email Consult notes?

Yes, click the envelope icon on the right side of the consult notes row in the Patient File. That brings you to the email page where you can compose an email and the consult notes will be attached as a .PDF file.

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