Adding General Clinical Notes with the Note Button

See also: Alerts, Notes and Messaging in EXACT

In addition to Clinical notes, which must be attached to a Service, the button at the bottom of the Treatment area provides the ability to create a General Note.

This is useful for recording notes when attending a patient but not actually providing any chargeable treatment, e.g., a review appointment.

To add a general Note with the Note button in the Treatment Area

1. Click the Note button at the bottom of the Charting window to open the Add Clinical Note window:

   

2. Enter notes relating to the patient.
3. Specify the Provider.
4. Send Straight to History
   
   Tick this checkbox to send this note directly into the patient's Treatment History window.
   
   Leave it un-ticked to list it in the Treatment Plan area below the chart.
5. Click OK.
   Depending on the status of the checkbox, the Note will either list in the Treatment Plan area or in the History List.