Adding a Medical Note

See also: Alerts, Notes and Messaging in EXACT

The Notes feature enables you to add various notes to a patient's file to record information, and as reminders to yourself or other staff of important information. Notes can be configured to pop up under specified circumstances (see the "Popup Notes" topic)

To add a medical Note

  1. Access the Add Notes window by any of these means:

Add Notes dialog (Medical Tab)

Entry Date

This defaults to today's date when you open the dialog.

Entry Time

This defaults to the time the 'Add Notes' dialog was first accessed.

Entered By

This defaults to the name of the currently logged-in user.

Pop-up Note

Click this checkbox box if the note is to be a pop-up note. This will cause the note to be displayed whenever the patient's record is accessed in EXACT. When 'Pop-up Note' is selected, the pop-up options below become active.

(See also To Create a Pop Up Note)

 

Colour

Applies to pop-up notes, and allows you to select a background colour for the note from the drop-down menu.

 

Pop-up Options

Click this button to view and select the options governing the pop-up note's behaviour - when it is to be displayed (based on which trigger/s), and for which EXACT users.

Notes

You can choose a note type by clicking on the appropriate icon above the entry box:

 

General Note icon General note

 

Prescription note icon Note about a prescription

 

Referral Letter icon Referral letter to/from a specialist

 

Doctor icon Notes to/from a doctor

 

Stethoscope icon Notes related to an examination

 

Ambulance icon Notes regarding patient's hospitalisation

 

Yellow Cross icon Notes regarding infectious or medical conditions

'Move Left' button

Click a pre-set Quick Note template name in the list at the right, then click the 'Move Left' button to add the note text to the text box. You can then edit the text as required.
A highlighted pre-set note can be edited using the button, or deleted from the list using the button. A new note can be created using the button.

When you have finished with the 'Add Note' dialog, click the button to save any changes made, or the button to exit from the dialog without saving any changes.

See also...

Medical Notes

Hiding a Medical Note from Medical History Tooltip

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Hiding a Medical Note from Medical History Tooltip