How to View General Notes

Graphic 1:

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• Navigate to General Notes:
  
  • Access the Visits Section and click on General Notes.
• View Entries:
  
  • The list displays details like Service Name, Description, Reason for Visit, Created By, Date, Time, and Status.
• Take Action:
  
  • Use the available options under Action to manage or review entries as needed.

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​How to Add a General Note

Graphic 2:

• Access Create Note:
  
  • Go to the General Notes section and click Create Note.
• Fill in Details:
  
  • Enter patient information, including Name, Marital Status, Gender, Age, DOB, Allergies, and Employment Status.
  • Select the Service Name using the search option.
• Add Note Details:
  
  • Provide a Note Title/Description and specify the Reason for Visit.
• Save the Note:
  
  • Click Add Note to save and finalize.