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The Notes sidebar records patient notes for the current patient. To view the notes for a patient, click the Notes tab located in the right sidebar of the patient. Notes are displayed with the most recent note appearing first in the list. To refresh the list at any time, press the refresh button located in the header of the Notes sidebar.
Note: You must have View PHI permission on a patient to create, view, update, or delete notes for that patient. You must have the Create Patient Notes permission on a patient to create a note for that patient. To delete notes for patients, you must be the user who originally authored that note or have the Delete Patient Notes permission on the patient to which the note belongs. Patient notes may only be edited by the original note author who also must have the Update Patient Notes permission.
Adding Patient Notes
- Click the Notes tab located in the right sidebar to open the Notes sidebar.
- Type your note into the input at the top of the sidebar.
- Press
Shift
+Enter
or the add button to create the note.
Advanced Formatting in Patient Notes
Patient notes can contain text that is bolded and italicized. To bold text, surround it with a set of asterisks like this: *bold text*
. To italicize text, surround it with a set of underscores like this: _italicized text_
.
In addition, URLs will be automatically turned into clickable clicks for you. Just be sure to include the protocol in the link: (i.e., http://
, https://
, or ftp://
).
Updating Patient Notes
- Click the Notes tab located in the right sidebar to open the Notes sidebar.
- Hover over the note you wish to edit and press the edit button.
- Modify the note, and press
Shift
+Enter
or the Save Changes button to save the note.
Deleting Patient Notes
- Click the Notes tab located in the right sidebar to open the Notes sidebar.
- Hover over the note you wish to delete and press the delete button.
- You will be prompted to confirm you wish to delete the note; press the Delete button to delete the note.
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