Patient-Level Comment (Notes Tab)

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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 Write Patients permission for a workspace to add notes for patients in that workspace. To delete notes for patients, you must be the user who originally authored that note or have Delete Patients permission for a workspace to which the patient belongs. Patient notes may only be edited by the user who originally authored that note.

Adding Patient Notes

  1. Click the Notes tab located in the right sidebar to open the Notes sidebar.
  2. Type your note into the input at the top of the sidebar.
  3. 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

  1. Click the Notes tab located in the right sidebar to open the Notes sidebar.
  2. Hover over the note you wish to edit and press the edit button.
  3. Modify the note, and press Shift + Enter or the Save Changes button to save the note.

Deleting Patient Notes

  1. Click the Notes tab located in the right sidebar to open the Notes sidebar.
  2. Hover over the note you wish to delete and press the delete button.
  3. You will be prompted to confirm you wish to delete the note; press the Delete button to delete the note.
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