Quick Notes

See also:

Quick Charting, Quick Plans, Quick Notes

Alerts, Notes and Messaging in EXACT

Besides specific 'one-off' notes on patient records, you can create Quick Notes to use for frequent notations, such as anaesthetic preferences, notes about invoicing, reminders for dental hygiene, etc.

The Quick Notes area is the right side of the Add Note, Add Clinical Note and Edit Chart Item windows:

This pane is where you can create Quick Notes, or select existing Quick Notes via the button.

(If required, you can edit the note text once it is in the Notes tab).

To create a Quick Note

1. Within the Quick Note area, click the button to display the Add Quick Note window:

   

   

2. In the Description field enter an appropriate name and/or description of the note (such as 'Anaesthetic Preference', 'Payment Reminder', etc).
3. In the Type field, select an appropriate type for the Quick Note.

   Note Types are simply categories to differentiate Quick Notes into common types. (e.g. Invoice, Clinical, Personal, Reminder) when you have a large number of Quick Notes.

   
   

   To create Note Types,

   

   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.

4. If the Quick Note is going to be a pop-up note, click the checkbox in the Pop-up Note field.

   This will also allow access to the Colour field and Pop-up Options button.

   

5. Click in the Notes field and enter the text for the body of the note.
6. Click the OK button to save the Note.

   It will also be added to the list of available Quick Notes under the Type you selected/created.

7. Repeat the previous steps for any other Quick Notes that you wish to create.