Adding a Clinical or Invoice Note to a service item

See also: Alerts, Notes and Messaging in EXACT

Clinical Notes are intended for use within the clinic and are seen by practitioners only.

Invoice Notes print on patient statements.

To add a Clinical or Invoice Note to a service item

1. In a patient's chart tab, either
   • Double-click on the service in the Course of Treatment / Treatment Planning area, or
   • Click to select it and then select the Note button, or
   • Right-click the item and select the Edit button.
2. An Edit screen displays:

   

   The chart item notes section is divided into two tabs, one for Clinical Notes and one for Invoice Notes.
   
   Clinical Notes:
   Any notes that are made within the Clinical Notes tab will not be printed out on any stationery such as invoices.
   These notes are intended for use within the clinic, such as to record details of a procedure.
   From EXACT v12 onwards these notes remain editable up until midnight of the day they were created.
   
   Invoice Notes:
   Notes made within the Invoice Notes tab can be printed out for the patient.

3. Type any relevant notes and then click on the OK button.
   
   The notes display in the Chart tab.

   

   Notes can also be viewed in the Tooth (Treatment) History tab.