Dated Notes

These are specific notes about the patient that may need to be referred to at a future date, and are automatically 'stamped' with the creation date, time and creator's user code.

Dated notes may include notes regarding financial arrangements or conversations with other health professionals and/or the patient. It is also possible to search for information entered in this area. Any notes that are sent between surgery and reception, and vice-versa, using the pop-up note facility will also be stored within the Dated Notes section.

The pop-up note entries (which are in effect a type of dated note) are also automatically placed into this area.

Dated Notes can be assigned to Note Types, which are in effect the categorisation of Notes.

NOTE: From v12.4 editing of Note Types is removed from the View Note Types window, resulting in a subtle change in behaviour...

Previously, double-clicking on a Note Type in this window would display the Edit window.

Now, double-clicking is the same as clicking the OK button, effectively choosing the selected record.

To "edit" a Note Type, delete and then re-create it.

More on this topic...

Adding a Dated Note

Editing an existing Dated Note

Deleting an existing Dated Note

See also...

Notes Tab

Entering a General Note

Creating Notes using the 'Notes' Button

Quick Notes

Viewing Treatment History in Notes (optional)

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Adding a Dated Note