Clinical Notes

See also: Alerts, Notes and Messaging in EXACT

Notes can be attached to the Services entered in the current Treatment Plan / Course of Treatment.

These notes can either be notes about the treatment for the dentist's information only (Clinical notes), or notes to the patient about the particular service, in which case you may want them to be printed on the patient's estimate or invoice (Invoice notes).

Historically the clinical notes in EXACT had to be completed before Charging or TCing.

From EXACT v12 Clinical Notes remain editable up until midnight of the day they were created, after which they become read-only. This enables clinicians to process patients through the practice workflow and later write up important clinical note details.

For example,

• A dentist in a busy practice types abbreviated clinical notes at treatment time, but schedules 30 minutes in the afternoons for editing and completing the day's clinical notes.
• A dentist at home in the early evening realises that he should have added an important note to a patient's treatment, so he connects to the practice by means of a Secondary User License, calls up the patient record and edits the note.

Notes can be created and edited in several different ways, as detailed in the following topics.