Patients: How Do I Add Notes to A Patient Record?

Getting Started: 

Step 1: From the top-right side of the website, head to [Search Patient], begin typing the name of the person you are looking for, and select their name from the drop-down menu. This then redirects you to the Patient Record. Skip ahead to Step 4.

Option 2: Hover your mouse over the Patients Menu → click [Search Patients].

Step 2: Enter in your Search Criteria here for the desired patient you want to add a note for. We find the fastest way to find one person, in particular, is to enter the first two letters of the first name and the first two letters of the last name.→ Click [Search]. 

Step 3: Click on the name of the patient you would like to open up the patient record for. 

Step 4: From the Patient Information page, click the [Notes] tab. 

Step 5: Click the [New Note] button. 

Step 6: The note box will appear. Add in the subject line of your note → add in your note content → click [Save] once finished.