Creating a Pop Up Note

See also: Alerts, Notes and Messaging in EXACT

To Create a Pop Up Note

1. Select a patient and click the button wherever it is available. The following screen will appear:

   

   Use these notes to either:
   
   - Enter notes into the Notes tab.
   
   - Create a Pop Up note that displays when a practitioner accesses the Patient anywhere in EXACT.

2. Check (tick) the Pop-up Note checkbox to enable these options:

   	Choose a suitable pop-up note colour.
   	Click this button to select how the note will appear.

3. If you select the ‘Pop-up Options’ button, the following screen appears:

   
   Select or deselect the relevant options. The last three are active only if you click the checkbox, and allow you to set applicable dates and/or restrict display to only particular users.

4. Select or deselect the relevant options and click the OK button.
   
5. The following shows how a Pop Up message would appear to reception as the patient’s Chart screen is accessed:

   

   NOTE:
   
   This note is linked to this patient and it will pop-up each time the patient’s Edit Appointment, Payment and Patient files are accessed.
   
   To prevent this message from appearing again tick the checkbox Do not pop up this note in the future. This indicates that the issue related to the message has been resolved.

6. All pop up notes will be recorded within the patients Notes tab. They appear as shown below:

   

   Even if a note is deleted, it can still be viewed if the ‘Show Audit’ box is checked.

7. Double-click a note from this list, or click the Edit button to display further information about the note, including the initials of the person who dismissed the note, i.e. marked it as ‘Dismissed’.

   
   

   In the example above, rather than use a pop-up note to notify other EXACT users that the patient has an allergy, a better option would be to add this information to the patient's medical details as a medical alert. It would then be permanently available when treating the patient.