Patient alerts and notes

Add a patient alert or note

1. From the Main Dispense screen, search and select a patient.
2. Tap or press <F8> to open the Patient Maintenance screen.

   Alternatively, click the Patient Notes/Flags tile.

3. Tap the Patient Notes / Flags tile (right).
4. Enter your note in the relevant section: Important Notes or Patient Notes.
5. From the Notes / Flags dropdown, select the type of note you want to create.

   

   Important Notes and Patient Notes display on the Patient Notes/Flags tile (on the Main Dispense screen).

   

   When a patient with a Important Note is selected, a red Alert message is displayed across the Main Dispense screen. (There is no alert message associated with a Patient Note).

   

History Patient Notes

1. From the History screen, click Add/Edit History Note (or <ALT + N>), enter the content of the notes in the Text field.

   

2. If you want to attach a file, then do the following:

   1. Click the button.

   2. Browse to and select the file to be attached. The name of the file attached will display in the File Attachment field.

3. Click Save to save the patient history note.

   Patient History Notes display in bold red font in order to stand out more from other line items.

   If you also attached a file, a paperclip icon displays to indicate that a file attachment is available.

   

   To open or save a copy of the file attachment:

   1. Edit the patient history note.

   2. Do one of the following:

      • Click Open to open the file attachment.

      • Click Save As to save a copy of the file.

Related Topics

• Add a new patient
• Patient allergies and intolerances
• Family Safety Net
• Receipts
• Invoices
• Add a patient to a Facility