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Notes can be added to Patient’s profile to be displayed for internal use or for reports and charting purposes.

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  1. Select Patient from your Patient List screen.

  2. Click Notes tab.

  3. Click Add Note. Enter

  4. your note in the text boxSelect the area for the note to be displayed.

    1. Patient List: note will be displayed for internal use.

    2. Report: note will be displayed on reports and charts.

    3. Distribution: note will be displayed when handing packs out in Distribution stage.

    4. None: It will be displayed in the notes tab only.

  5. Click Add.

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There can only be one entry for the following areas: Patient List, Report and Distribution.

To edit notes saved to patient’s profile - simply select the column and edit , simply click on the entry and modify the text field.

To delete the notes saved to patient’s profile - select the Red Bin a note, simply click on the image-20240629-161342.pngImage Added icon beside the applicable note.

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